Turiya Advisors Asia Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Turiya Advisors Asia Ltd reported 1 stock position worth $65.2 million. Its top holding was Alphabet Class A (GOOGL) at 100.0% of the portfolio. Compared with Q4 2024, it opened 1 new position and sold out of 2. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale an exit from Ke Holdings Inc.-ADR (BEKE).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001554179
- Portfolio Value
- $65.2M (Q1 2025)
- SEC Filing
- 0001554179-25-000004 ↗ filed May 13, 2025
Holdings Value
Holdings 1 stocks · $65.2M
| GOOGL Alphabet Inc. Class A | 100.00% | 421,400 | $65.2M | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | New | 100.00% | +100.00 |
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 |