Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Turiya Advisors Asia Ltd 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Turiya Advisors Asia Ltd (CIK 1554179) reported $496.2M across 5 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NOK ($145.5M, 29.31%), TSEM ($134.5M, 27.10%), GEO ($76.4M, 15.40%), PSTG ($75.2M, 15.15%), CLF ($64.7M, 13.04%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NOKNOKIA CORP$145.5M29.31%18.1MNew
2TSEMTOWER SEMICONDUCTOR LTD$134.5M27.10%766,360Trimmed
3GEOGEO GROUP INC$76.4M15.40%4.5MTrimmed
4PSTGEVERPURE INC$75.2M15.15%1.3MAdded
5CLFCLEVELAND-CLIFFS INC NEW$64.7M13.04%7.7MAdded
6GOOGLALPHABET INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31