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Asset Manager ← All Institutions

Turiya Advisors Asia Ltd

Q2 2025 · Filed 2025-08-12
Market Value
$241M
+270.5%
Holdings
4
+1
New Purchases
3
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
75.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LNW 20.67% 0.00% +20.67% $50M
P 18.42% 0.00% +18.42% $44M
CLF 16.30% 0.00% +16.30% $39M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 44.61% 100.00% -55.39% $108M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $108M 44.6%
Large Cap 1 $44M 18.4%
Mid Cap 2 $89M 37.0%

Portfolio Analytics

Avg Market Cap
$1.2T
Median Market Cap
$18.7B
Avg P/E
67.0
Median P/E
28.9
Avg Dividend Yield
0.00%
Avg Beta
1.53
# Stocks
4
# ETFs / Funds
0

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GOOGL 44.61% 611,200 $108M $176.23 $43M +189,800 +45.0%
2 LNW 20.67% 518,500 $50M $96.26 +518,500 NEW
3 P 18.42% 772,317 $44M $57.58 +772,317 NEW
4 CLF 16.30% 5,178,500 $39M $7.60 +5,178,500 NEW

New Positions

SymbolValue% Port
LNW $50M 20.67%
P $44M 18.42%
CLF $39M 16.30%
View SEC EDGAR Filings for Turiya Advisors Asia Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms