Filed: 2/12/2026ACC: 0001554179-26-000002
📋 What this filing means
TURIYA ADVISORS ASIA LTD filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $652.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$652.90M
Total AUM (reported)
16.09M
Total Shares
Allocation by class
CAP STK CL A$225.77M34.6%
COM$187.28M28.7%
SHS NEW$172.85M26.5%
CL A$67.01M10.3%
Portfolio Concentration
Top 3$494.89M75.8%
4–10$158.01M24.2%
Top 3 weight
75.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 16.09M
Sole
Full voting authority
16.09M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
ALPHABET INC
SOLEShares721.30K
TypeSH
Market value$225.77M
34.58%
Sole
721.30K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares1.47M
TypeSH
Market value$172.85M
26.47%
Sole
1.47M
Shared
0.00
None
0.00
CLEVELAND-CLIFFS INC NEW
SOLEShares7.25M
TypeSH
Market value$96.28M
14.75%
Sole
7.25M
Shared
0.00
None
0.00
GEO GROUP INC NEW
SOLEShares5.64M
TypeSH
Market value$91.00M
13.94%
Sole
5.64M
Shared
0.00
None
0.00
PURE STORAGE INC
SOLEShares1M
TypeSH
Market value$67.01M
10.26%
Sole
1M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 721.30K | SH | $225.77M 34.58% | 721.30K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 1.47M | SH | $172.85M 26.47% | 1.47M | 0.00 | 0.00 |
CLEVELAND-CLIFFS INC NEWSOLE | COM | 7.25M | SH | $96.28M 14.75% | 7.25M | 0.00 | 0.00 |
GEO GROUP INC NEWSOLE | COM | 5.64M | SH | $91.00M 13.94% | 5.64M | 0.00 | 0.00 |
PURE STORAGE INCSOLE | CL A | 1M | SH | $67.01M 10.26% | 1M | 0.00 | 0.00 |