Latest Turiya Advisors Asia Ltd Stock Portfolio
$355Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Turiya Advisors Asia Ltd and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Turiya Advisors Asia Ltd reported an equity portfolio of $355.8 Millions as of 31 Mar, 2024.
The top stock holdings of Turiya Advisors Asia Ltd are AMD, AGCO, PSTG. The fund has invested 32.6% of it's portfolio in ADVANCED MICRO DEVICES INC and 26.7% of portfolio in AGCO CORP.
The fund managers got completely rid off PHILIP MORRIS INTL INC (PM) stocks. They significantly reduced their stock positions in ADVANCED MICRO DEVICES INC (AMD) and AGCO CORP (AGCO). Turiya Advisors Asia Ltd opened new stock positions in PURE STORAGE INC (PSTG) and KE HLDGS INC (BEKE).
The top stock holdings of Turiya Advisors Asia Ltd are AMD, AGCO, PSTG. The fund has invested 32.6% of it's portfolio in ADVANCED MICRO DEVICES INC and 26.7% of portfolio in AGCO CORP.
The fund managers got completely rid off PHILIP MORRIS INTL INC (PM) stocks. They significantly reduced their stock positions in ADVANCED MICRO DEVICES INC (AMD) and AGCO CORP (AGCO). Turiya Advisors Asia Ltd opened new stock positions in PURE STORAGE INC (PSTG) and KE HLDGS INC (BEKE).
New Buys
| Ticker | $ Bought |
|---|---|
| PURE STORAGE INC | 50,794,200 |
| KE HLDGS INC | 44,567,600 |
New stocks bought by Turiya Advisors Asia Ltd
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| ADVANCED MICRO DEVICES INC | -20.92 |
| AGCO CORP | -14.78 |
Turiya Advisors Asia Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| PHILIP MORRIS INTL INC | -80,814,700 |
Turiya Advisors Asia Ltd got rid off the above stocks
Current Stock Holdings of Turiya Advisors Asia Ltd
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AGCO | AGCO CORP | 26.74 | 773,201 | 95,119,200 | REDUCED | -14.78 | |
| AMD | ADVANCED MICRO DEVICES INC | 32.59 | 642,500 | 115,965,000 | REDUCED | -20.92 | |
| BEKE | KE HLDGS INC | 12.53 | 3,246,000 | 44,567,600 | NEW | ||
| PBR | PETROLEO BRASILEIRO SA PETRO | 13.87 | 3,243,000 | 49,326,000 | UNCHANGED | 0.00 | |
| PM | PHILIP MORRIS INTL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PSTG | PURE STORAGE INC | 14.28 | 977,000 | 50,794,200 | NEW |