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Turiya Advisors Asia Ltd
Turiya Advisors Asia Ltd is an institution, managing $377.8M across 4 long positions as of Q3 2025 with 46% Communication Services concentration, with only 4 positions, and 46% allocation to GOOGL.
- Portfolio Value
- $377.8M
- Positions
- 4
- Top Holding
- GOOGL at 46.42%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Turiya Advisors Asia Ltd's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $175.3M | 46.42% | +$26.8M Bought | 0.01% 721.3K shares | |
Security & Protection Services Industrials | $115.7M | 30.62% | +$115.7M New | 3.99% 5.6M shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $77.0M | 20.39% | +$33.5M Bought | 1.09% 917.6K shares | |
REIT - Specialty Real Estate | $9.7M | 2.58% | +$9.7M New | 0.45% 479.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Turiya Advisors Asia Ltd's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+76.97% | |
+18.01% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Turiya Advisors Asia Ltd
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