Institutional Fund
Turiya Advisors Asia Ltd
Hong Kong, Hong KongCIK 15541795 filings on record
Portfolio Value
$496.25M
Q1 2026
Holdings
5
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-24.0%
from $652.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nokia Corp29.3%
- Tower Semiconductor Ltd27.1%
- Geo Group Inc New15.4%
- Pure Storage Inc15.2%
- Cleveland-Cliffs Inc New13.0%
Portfolio Holdings
5 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nokia Corp | 18.09M | $145.46M | 29.3% | +18.09M | New |
| 2 | Tower Semiconductor Ltd | 766.4K | $134.48M | 27.1% | −705.7K | Reduced |
| 3 | Geo Group Inc New | 4.55M | $76.43M | 15.4% | −1.10M | Reduced |
| 4 | Pure Storage Inc | 1.27M | $75.18M | 15.2% | +273.4K | Added |
| 5 | Cleveland-Cliffs Inc New | 7.66M | $64.69M | 13.0% | +405.7K | Added |