Turiya Advisors Asia Ltd holds a concentrated book of 3 stocks worth $439.6M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Ke Holdings Inc-ADR and trimmed Tower Semiconductor Ltd. Their largest long position is Nokia Corp-Spon ADR at 55% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Turiya Advisors Asia Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 8 / 3 | $132.7B |
| STATE STREET CORP | 8 / 3 | $87.0B |
| FMR LLC | 8 / 3 | $72.8B |
| MORGAN STANLEY | 8 / 3 | $35.4B |
| BANK OF AMERICA CORP /DE/ | 8 / 3 | $20.0B |
| JPMORGAN CHASE & CO | 8 / 3 | $19.6B |
| NORTHERN TRUST CORP | 8 / 3 | $19.0B |
| GOLDMAN SACHS GROUP INC | 8 / 3 | $17.1B |
Ranked by how many of Turiya Advisors Asia Ltd's top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nokia Corp SPONSORED ADR | $243.6M | 18.35M | 55.4% | ▲+1.4% Added · +254K sh | |
| 2 | Tower Semiconductor Ltd SHS NEW | $117.4M | 450.5K | 26.7% | ▼−41% Reduced · −316K sh | |
| 3 | Geo Group Inc COM | $78.5M | 2.66M | 17.9% | ▼−42% Reduced · −1.9M sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1554179/holdings"
Use Arkolith to show Turiya Advisors Asia Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 3 | $439.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 5 | $496.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 5 | $652.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 4 | $377.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 4 | $241.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 1 | $65.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 2 | $72.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 2 | $152.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.