1y return+131.5%S&P 500 +20.9%
3y return+219.6%S&P 500 +68.5%
5y return+223.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $965 against $299 in the S&P 500.2
Turiya Advisors Asia LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NOKNokia Corp | $243.6M | 55.4% | +1.4% |
| Tower Semiconductor LtdCUSIP M87915274 | $117.4M | 26.7% | −41.2% |
| GEOGeo Group Inc | $78.5M | 17.9% | −41.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Tower Semiconductor LtdCUSIP M87915274 | December 31, 2025 | +122.0% | $117.4M |
| NOKNokia Corp | March 31, 2026 | +65.2% | $243.6M |
| GEOGeo Group Inc | September 30, 2025 | +44.2% | $78.5M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +50.4% | +14.8% |
| March 31, 2026 | +4.3% | −4.6% |
| December 31, 2025 | +11.3% | +2.4% |
| September 30, 2025 | +32.5% | +7.8% |
| June 30, 2025 | +14.0% | +10.5% |
| March 31, 2025 | +13.1% | −4.6% |
| December 31, 2024 | +4.5% | +2.1% |
| September 30, 2024 | +3.8% | +5.4% |
| June 30, 2024 | −5.7% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +12.3% | +11.2% |
| September 30, 2023 | −12.5% | −3.6% |
| June 30, 2023 | +8.2% | +8.3% |
| March 31, 2023 | +21.3% | +7.0% |
| December 31, 2022 | +27.4% | +7.1% |
| September 30, 2022 | −2.6% | −5.3% |
| June 30, 2022 | −43.2% | −16.5% |
| March 31, 2022 | +25.3% | −4.9% |
| December 31, 2021 | +4.7% | +10.7% |
| September 30, 2021 | −16.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Turiya Advisors Asia Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1554179&type=13F-HR&dateb=&owner=include&count=40CIK 1554179
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1554179/000155417926000012/Filed August 12, 2026 · accession 0001554179-26-000012