$356 Million is the total value of Turiya Advisors Asia Ltd's 5 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMD | Sell | ADVANCED MICRO DEVICES INC | $115,964,825 | -3.2% | 642,500 | -20.9% | 32.60% | -1.3% |
| AGCO | Sell | AGCO CORP | $95,119,187 | -13.7% | 773,201 | -14.8% | 26.74% | -12.0% |
| PSTG | New | PURE STORAGE INCcl a | $50,794,230 | – | 977,000 | +100.0% | 14.28% | – |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $49,326,030 | -4.8% | 3,243,000 | 0.0% | 13.86% | -2.9% | |
| BEKE | New | KE HLDGS INCsponsored ads | $44,567,580 | – | 3,246,000 | +100.0% | 12.53% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -859,000 | -100.0% | -22.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AGCO CORP | 18 | Q1 2024 | 100.0% |
| MICRON TECHNOLOGY INC | 13 | Q1 2020 | 27.9% |
| ADVANCED MICRO DEVICES INC | 9 | Q1 2024 | 40.1% |
| 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% |
| PURE STORAGE INC | 7 | Q2 2024 | 41.0% |
| ZILLOW GROUP INC | 7 | Q2 2021 | 34.3% |
| PHILIP MORRIS INTL INC | 7 | Q4 2023 | 41.8% |
View Turiya Advisors Asia Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-15 |
| 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 |
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.