Turiya Advisors Asia LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Turiya Advisors Asia LTD disclosed 3 US equity positions worth $439.6m in its Q2 2026 13F filing. The largest position was NOK at 55.4% of the reported book, followed by TSEM and GEO. Against the Q1 2026 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 3 holdings.
What did Turiya Advisors Asia LTD own in Q2 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NOK NOKIA CORP | Technology | 55.4% | $243.6m | 18,346,200 | 1% | added |
| 2 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 26.7% | $117.4m | 450,519 | -41% | reduced |
| 3 | GEO GEO GROUP INC | Industrials | 17.9% | $78.5m | 2,656,580 | -42% | reduced |
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.