Turiya Advisors Asia Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Turiya Advisors Asia Ltd disclosed 4 US equity positions worth $241.4m in its Q2 2025 13F filing. The largest position was GOOGL at 44.6% of the reported book, followed by LNWO and P. Against the Q1 2025 filing, it opened 3 new positions, added to 1 and reduced 0 among the top 4 holdings.
What did Turiya Advisors Asia Ltd own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 44.6% | $107.7m | 611,200 | 45% | added |
| 2 | LNWO LIGHT & WONDER INC | Consumer Cyclical | 20.7% | $49.9m | 518,500 | – | new |
| 3 | P PURE STORAGE INC | Technology | 18.4% | $44.5m | 772,317 | – | new |
| 4 | CLF CLEVELAND-CLIFFS INC NEW | Basic Materials | 16.3% | $39.4m | 5,178,500 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.