StockDriftsStockDriftsTop 3 Turiya Advisors Asia LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NOK | NOKIA CORP | 55.43% | 18.35M | $243.6M | +1.40%(+254.10K) | $7.30(+28.40%) | 2026-06-30 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 26.71% | 450.5K | $117.4M | -41.21%(-315.84K) | $94.86(+159.53%) | 2026-06-30 | |
| GEO | GEO GROUP INC | 17.86% | 2.66M | $78.5M | -41.57%(-1.89M) | $22.22(+40.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +45.93% | +210.76% | +21.94% | +169.58% |
| Top 20 Holdings Unweighted | +40.14% | +175.20% | +20.30% | +151.92% |
Turiya Advisors Asia LTD reports $439.56M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are NOK (55.4%), TSEM (26.7%) and GEO (17.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +210.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Turiya Advisors Asia LTD, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Turiya Advisors Asia LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1554179). View Turiya Advisors Asia LTD’s 13F filings on SEC