Turiya Advisors Asia Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Turiya Advisors Asia Ltd reported 3 stock positions worth $230.6 million. Its top holding was Alphabet Class A (GOOGL) at 47.6% of the portfolio, followed by Ke Holdings Inc.-ADR (BEKE, 31.1%) and Everpure Class A (P, 21.3%). Compared with Q1 2024, it opened 1 new position, sold out of 3, added to 1 and reduced 1. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale an exit from Advanced Micro Devices (AMD).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001554179
Portfolio Value
$230.6M (Q2 2024)
SEC Filing
0001554179-24-000002 ↗ filed Aug 12, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $355.8M Q1 2024 Q2 2024: $230.6M $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 Q2 2026

Holdings 3 stocks · $230.6M
GOOGL Alphabet Inc. Class A 47.62% 603,000 $109.8M New
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 31.11% 5,070,206 $71.7M Add +56.2%
P Everpure Inc. Class A filed as PURE STORAGE INC 21.27% 764,000 $49.1M Reduce -21.8%

Portfolio Sells Q1 2024 → Q2 2024
AMD Advanced Micro Devices Sold out 0.00% −32.60
AGCO Agco Corp. Sold out 0.00% −26.74
PBR Petroleo Brasileiro-Spon ADR Sold out 0.00% −13.86
P Everpure Inc. Class A Reduce -21.8% 21.27% +6.99

Portfolio Buys Q1 2024 → Q2 2024
GOOGL Alphabet Inc. Class A New 47.62% +47.62
BEKE Ke Holdings Inc.-ADR Add +56.2% 31.11% +18.58

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