Turiya Advisors Asia Ltd - Q1 2023 holdings

$400 Million is the total value of Turiya Advisors Asia Ltd's 4 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 33.3% .

 Value Shares↓ Weighting
AMD BuyADVANCED MICRO DEVICES INC$140,619,259
+74.0%
1,434,744
+15.0%
35.12%
+56.1%
AGCO  AGCO CORP$128,345,495
-2.5%
949,3010.0%32.06%
-12.5%
PBR BuyPETROLEO BRASILEIRO SA PETROsponsored adr$70,136,149
+55.8%
6,724,463
+59.0%
17.52%
+39.8%
DQ BuyDAQO NEW ENERGY CORPspnsrd ads new$61,265,408
+47.2%
1,307,972
+21.4%
15.30%
+32.1%
BIIB ExitBIOGEN INC$0-59,929
-100.0%
-4.62%
ExitDRAFTKINGS INC NEW$0-3,820,000
-100.0%
-12.11%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AGCO CORP16Q3 2023100.0%
MICRON TECHNOLOGY INC13Q1 202027.9%
WESTERN DIGITAL CORP9Q4 201430.1%
DELTA AIR LINES INC DEL8Q3 201333.3%
LEVEL 3 COMMUNICATIONS INC8Q4 201427.7%
SK TELECOM LTD8Q4 201420.5%
ADVANCED MICRO DEVICES INC7Q3 202340.1%
ZILLOW GROUP INC7Q2 202134.3%
VALE S A6Q2 202135.1%
PHILIP MORRIS INTL INC6Q3 202341.8%

View Turiya Advisors Asia Ltd's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View Turiya Advisors Asia Ltd's complete filings history.

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