Turiya Advisors Asia Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Turiya Advisors Asia Ltd reported 2 stock positions worth $152.7 million. Its top holding was Alphabet Class A (GOOGL) at 55.3% of the portfolio, followed by Ke Holdings Inc.-ADR (BEKE, 44.7%). Compared with Q2 2024, it sold out of 1 and reduced 2. The biggest sale was an exit from Everpure Class A (P).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001554179
Portfolio Value
$152.7M (Q3 2024)
SEC Filing
0001554179-24-000004 ↗ filed Nov 13, 2024

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 $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 2 stocks · $152.7M
GOOGL Alphabet Inc. Class A 55.32% 509,300 $84.5M Reduce -15.5%
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 44.68% 3,426,906 $68.2M Reduce -32.4%

Portfolio Sells Q2 2024 → Q3 2024
P Everpure Inc. Class A Sold out 0.00% −21.27
GOOGL Alphabet Inc. Class A Reduce -15.5% 55.32% +7.69
BEKE Ke Holdings Inc.-ADR Reduce -32.4% 44.68% +13.58

Portfolio Buys Q2 2024 → Q3 2024
None this quarter.

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