$359 Million is the total value of Turiya Advisors Asia Ltd's 6 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 200.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AGCO | Buy | AGCO CORP | $131,658,556 | +56.6% | 949,301 | +8.6% | 36.65% | -38.8% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $80,816,379 | +43.4% | 1,247,744 | +40.3% | 22.50% | -43.9% |
PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $45,028,200 | – | 4,228,000 | +100.0% | 12.54% | – |
New | DRAFTKINGS INC NEW | $43,509,800 | – | 3,820,000 | +100.0% | 12.11% | – | |
DQ | New | DAQO NEW ENERGY CORPspnsrd ads new | $41,611,155 | – | 1,077,730 | +100.0% | 11.58% | – |
BIIB | New | BIOGEN INC | $16,595,539 | – | 59,929 | +100.0% | 4.62% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AGCO CORP | 16 | Q3 2023 | 100.0% |
MICRON TECHNOLOGY INC | 13 | Q1 2020 | 27.9% |
WESTERN DIGITAL CORP | 9 | Q4 2014 | 30.1% |
DELTA AIR LINES INC DEL | 8 | Q3 2013 | 33.3% |
LEVEL 3 COMMUNICATIONS INC | 8 | Q4 2014 | 27.7% |
SK TELECOM LTD | 8 | Q4 2014 | 20.5% |
ADVANCED MICRO DEVICES INC | 7 | Q3 2023 | 40.1% |
ZILLOW GROUP INC | 7 | Q2 2021 | 34.3% |
VALE S A | 6 | Q2 2021 | 35.1% |
PHILIP MORRIS INTL INC | 6 | Q3 2023 | 41.8% |
View Turiya Advisors Asia Ltd's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View Turiya Advisors Asia Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.