Turiya Advisors Asia Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Turiya Advisors Asia Ltd reported 5 stock positions worth $355.8 million. Its top holding was Advanced Micro Devices (AMD) at 32.6% of the portfolio, followed by Agco (AGCO, 26.7%) and Everpure Class A (P, 14.3%). Compared with Q4 2023, it opened 2 new positions, sold out of 1 and reduced 2. The biggest buy was a new position in Everpure Class A (P) and the biggest sale an exit from Philip Morris International (PM).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001554179
- Portfolio Value
- $355.8M (Q1 2024)
- SEC Filing
- 0000919574-24-003104 ↗ filed May 15, 2024
Holdings Value
Holdings 5 stocks · $355.8M
| AMD Advanced Micro Devices | 32.60% | 642,500 | $116.0M | Reduce -20.9% |
| AGCO Agco Corp. | 26.74% | 773,201 | $95.1M | Reduce -14.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 14.28% | 977,000 | $50.8M | New |
| PBR Petroleo Brasileiro-Spon ADR | 13.86% | 3,243,000 | $49.3M | No change |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 12.53% | 3,246,000 | $44.6M | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3 | $439.6M | NOK, TSEM, GEO |
| Q1 2026 | 5 | $496.2M | NOK, TSEM, GEO, P, CLF |
| Q4 2025 | 5 | $652.9M | GOOGL, TSEM, CLF, GEO, P |
| Q3 2025 | 4 | $377.8M | GOOGL, GEO, LNWO, CXW |
| Q2 2025 | 4 | $241.4M | GOOGL, LNWO, P, CLF |
| Q1 2025 | 1 | $65.2M | GOOGL |
| Q4 2024 | 2 | $72.6M | BEKE, X |
| Q3 2024 | 2 | $152.7M | GOOGL, BEKE |
| Q2 2024 | 3 | $230.6M | GOOGL, BEKE, P |
| Q1 2024 | 5 | $355.8M | AMD, AGCO, P, PBR, BEKE |