13F HOLDINGS REPORT
Turiya Advisors Asia Ltd
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001185
Total Value
$359.2M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AGCO CORP | AGCO | 949,301 | $131.7M | 36.65% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 1,247,744 | $80.8M | 22.50% |
| 3 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 4,228,000 | $45.0M | 12.54% |
| 4 | DRAFTKINGS INC NEW | DKNG | 3,820,000 | $43.5M | 12.11% |
| 5 | DAQO NEW ENERGY CORP | DQ | 1,077,730 | $41.6M | 11.58% |
| 6 | BIOGEN INC | BIIB | 59,929 | $16.6M | 4.62% |