Turiya Advisors Asia Ltd
•CIK: 1554179•Filing: Q4 2025
**Turiya Advisors Asia Ltd.** manages $653M across a concentrated portfolio of five key positions. The fund exhibits significant conviction in technology and growth sectors, evidenced by its top holding in GOOGL at $225.8M. Further allocations include substantial stakes in BKFDF ($172.8M), CLF ($96.3M), and GEG ($91.0M). This structure suggests a focused, high-conviction approach targeting established market leaders.
Total AUM
$652.9M
QoQ Performance
+72.8%
Positions
5
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
TSEM
CLF
GEG
PSTG
GOOGL34.6%
TSEM26.5%
CLF14.7%
GEG13.9%
PSTG10.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other65.4%
Technology34.6%
Changes from Q3 2025
NEW3 new positions
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023