Turiya Advisors Asia Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Turiya Advisors Asia Ltd reported 4 stock positions worth $241.4 million. Its top holding was Alphabet Class A (GOOGL) at 44.6% of the portfolio, followed by Light & Wonder (LNWO, 20.7%) and Everpure Class A (P, 18.4%). Compared with Q1 2025, it opened 3 new positions and added to 1. The biggest buy was a new position in Light & Wonder (LNWO).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001554179
Portfolio Value
$241.4M (Q2 2025)
SEC Filing
0001554179-25-000006 ↗ filed Aug 12, 2025

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 $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 4 stocks · $241.4M
GOOGL Alphabet Inc. Class A 44.61% 611,200 $107.7M Add +45.0%
LNWO Light & Wonder Inc. 20.67% 518,500 $49.9M New
P Everpure Inc. Class A filed as PURE STORAGE INC 18.42% 772,317 $44.5M New
CLF Cleveland-Cliffs Inc. 16.30% 5,178,500 $39.4M New

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
LNWO Light & Wonder Inc. New 20.67% +20.67
P Everpure Inc. Class A New 18.42% +18.42
CLF Cleveland-Cliffs Inc. New 16.30% +16.30
GOOGL Alphabet Inc. Class A Add +45.0% 44.61% −55.39

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