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Turiya Advisors Asia Ltd

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13F filer, CIK 1554179, HONG KONG, Hong Kong

Turiya Advisors Asia Ltd reported $496,246,684 across 5 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001554179-26-000003

Period
2026-03-31
Reported value
$496M
Holdings
5
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NOKnew+18,092,100$145M
Padded+273,400$16.1M
CLFadded+405,711$3.43M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLexited-721,300-$226M
TSEMreduced-705,685-$124M
GEOreduced-1,098,020-$18.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001554179-26-000003, largest first. % of portfolio is the value over $496,246,684, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,092,100 shares 18,092,100$145M29.31%newTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,472,045 shares; 2026Q1: 766,360 shares 766,360$134M27.1%-705,685Timeline
GEOGEO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,644,900 shares; 2025Q4: 5,644,900 shares; 2026Q1: 4,546,880 shares 4,546,880$76.4M15.4%-1,098,020Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772,317 shares; 2025Q3: not reported; 2025Q4: 1,000,000 shares; 2026Q1: 1,273,400 shares 1,273,400$75.2M15.15%+273,400Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,178,500 shares; 2025Q3: not reported; 2025Q4: 7,250,000 shares; 2026Q1: 7,655,711 shares 7,655,711$64.7M13.04%+405,711Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGLALPHABET INC721,300$226Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001554179-26-000003 base2026-05-13acceptance time not in the bulk data set