Q1 2026 13F · SEC CIK 1554179
Turiya Advisors Asia Ltd
Hedge fundFiled 2026-05-13 for Q1 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $496.2M
- Reported positions
- 5
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2 qtrs
Turiya Advisors Asia Ltd is a hedge fund that reported 5 positions worth $496.2M in its Q1 2026 13F, filed 2026-05-13. Its largest holdings were Nokia Corp (NOK, 29.3%), Tower Semiconductor Ltd (TSEM, 27.1%), Geo Group Inc (GEO, 15.4%).
Turiya Advisors Asia Ltd holdings all 5 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NOKNokia Corp | 29.3% | — | $145.5M |
| TSEMTower Semiconductor Ltd | 27.1% | -47.9% | $134.5M |
| GEOGeo Group Inc | 15.4% | -19.5% | $76.4M |
| PSTGPure Storage Inc - Class A | 15.2% | +27.3% | $75.2M |
| CLFCleveland-Cliffs Inc | 13.0% | +5.6% | $64.7M |
What Turiya Advisors Asia Ltd bought and sold in Q1 2026, against Q4 2025.
New positions
- NOK Nokia Corp29.3% of 13F
Added to
- PSTG Pure Storage Inc - Class A+27.3% shares
- CLF Cleveland-Cliffs Inc+5.6% shares
Reduced
- TSEM Tower Semiconductor Ltd-47.9% shares
- GEO Geo Group Inc-19.5% shares
Sold out
- GOOGL Alphabet Incwas 34.6%
Share counts compared with the Q4 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q1 2026 | $496.2M | 5 |
| Q4 2025 | $652.9M | 5 |
| Q1 2024 | $355.8M | 5 |
| Q4 2022 | $359.2M | 6 |
| Q2 2021 | $427.2M | 6 |
| Q3 2020 | $328.9M | 6 |
| Q2 2020 | $255.8M | 5 |
| Q1 2020 | $242.7M | 8 |
| Q4 2019 | $146.1M | 6 |
| Q4 2018 | $248.6M | 5 |
Questions about Turiya Advisors Asia Ltd's portfolio
What stocks does Turiya Advisors Asia Ltd own?
Turiya Advisors Asia Ltd's latest 13F, for Q1 2026 and filed May 13, 2026, lists 5 positions worth $496.2M. The largest are Nokia Corp (NOK) at 29.3%, Tower Semiconductor Ltd (TSEM) at 27.1%, Geo Group Inc (GEO) at 15.4%, Pure Storage Inc - Class A (PSTG) at 15.2% and Cleveland-Cliffs Inc (CLF) at 13.0%.
What did Turiya Advisors Asia Ltd buy last quarter?
In Q1 2026, Turiya Advisors Asia Ltd added a new position in Nokia Corp (NOK), Pure Storage Inc - Class A (PSTG) (+27.3% shares) and Cleveland-Cliffs Inc (CLF) (+5.6% shares), compared with its Q4 2025 filing.
What did Turiya Advisors Asia Ltd sell last quarter?
In Q1 2026, Turiya Advisors Asia Ltd sold all of Alphabet Inc (GOOGL), Tower Semiconductor Ltd (TSEM) (-47.9% shares) and Geo Group Inc (GEO) (-19.5% shares), compared with its Q4 2025 filing.
When is Turiya Advisors Asia Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Turiya Advisors Asia Ltd's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.