Turiya Advisors Asia Ltd reported 3 positions worth $439.56M for the quarter ended Jun 30, 2026, down 11.4% on the prior quarter. It opened 0 new positions, added to 1, trimmed 2 and exited 2. Its largest holding is Nokia Corp at 55.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NOK Nokia Corp | +254.1K | +1.4% | $3.37M | 55.43% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NOK Nokia Corp | Others | 18.35M | $243.64M | 55.43% | +254.1K | +1.4% | Added | 0.34% |
| 2 | TSEM Tower Semiconductor Ltd | Technology | 450.5K | $117.42M | 26.71% | -315.8K | -41.2% | Reduced | 0.4% |
| 3 | GEO Geo Group Inc | Industrials | 2.66M | $78.50M | 17.86% | -1.89M | -41.6% | Reduced | 2.01% |
Tip. Select a row to see that position’s full history at Turiya Advisors Asia.
As of its Q2 2026 13F filing, Turiya Advisors Asia Ltd’s five largest positions were Nokia Corp (NOK) at 55.4%, Tower Semiconductor Ltd (TSEM) at 26.7%, Geo Group Inc (GEO) at 17.9% of the reported portfolio.
Turiya Advisors Asia Ltd reported a 13F portfolio worth $439.56M across 3 positions for Q2 2026. That is down 11.4% from the previous quarter.
Its largest purchases by value were Nokia Corp ($3.37M). It opened 0 new positions.
Its largest sales by value were Tower Semiconductor Ltd ($82.32M), Everpure, Inc. ($75.18M), Cleveland-Cliffs Inc. ($64.69M). It exited 2 positions entirely.
From the Form 13F-HR reports Turiya Advisors Asia Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.