Turiya Advisors Asia Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Turiya Advisors Asia Ltd reported 3 stock positions worth $439.6 million. Its top holding was Nokia Corp.-Spon ADR (NOK) at 55.4% of the portfolio, followed by Tower Semiconductor (TSEM, 26.7%) and Geo (GEO, 17.9%). Compared with Q1 2026, it sold out of 2, added to 1 and reduced 2. The biggest buy was Nokia Corp.-Spon ADR (NOK, shares +1%) and the biggest sale an exit from Everpure Class A (P).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001554179
Portfolio Value
$439.6M (Q2 2026)
SEC Filing
0001554179-26-000012 ↗ filed Aug 12, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $355.8M Q1 2024 Q2 2024: $230.6M Q2 2024 Q3 2024: $152.7M Q3 2024 Q4 2024: $72.6M Q4 2024 Q1 2025: $65.2M Q1 2025 Q2 2025: $241.4M Q2 2025 Q3 2025: $377.8M Q3 2025 Q4 2025: $652.9M Q4 2025 Q1 2026: $496.2M Q1 2026 Q2 2026: $439.6M $439.6M Q2 2026

Holdings 3 stocks · $439.6M
NOK Nokia Corp.-Spon ADR 55.43% 18,346,200 $243.6M Add +1.4%
TSEM Tower Semiconductor Ltd. 26.71% 450,519 $117.4M Reduce -41.2%
GEO The Geo Group Inc. 17.86% 2,656,580 $78.5M Reduce -41.6%

Portfolio Sells Q1 2026 → Q2 2026
P Everpure Inc. Class A Sold out 0.00% −15.15
CLF Cleveland-Cliffs Inc. Sold out 0.00% −13.04
TSEM Tower Semiconductor Ltd. Reduce -41.2% 26.71% −0.39
GEO The Geo Group Inc. Reduce -41.6% 17.86% +2.46

Portfolio Buys Q1 2026 → Q2 2026
NOK Nokia Corp.-Spon ADR Add +1.4% 55.43% +26.12

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$439.6MNOK, TSEM, GEO
Q1 2026 5$496.2MNOK, TSEM, GEO, P, CLF
Q4 2025 5$652.9MGOOGL, TSEM, CLF, GEO, P
Q3 2025 4$377.8MGOOGL, GEO, LNWO, CXW
Q2 2025 4$241.4MGOOGL, LNWO, P, CLF
Q1 2025 1$65.2MGOOGL
Q4 2024 2$72.6MBEKE, X
Q3 2024 2$152.7MGOOGL, BEKE
Q2 2024 3$230.6MGOOGL, BEKE, P
Q1 2024 5$355.8MAMD, AGCO, P, PBR, BEKE