13F HOLDINGS REPORT
Turiya Advisors Asia Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000919574-23-003113
Total Value
$400.4M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 1,434,744 | $140.6M | 35.12% |
| 2 | AGCO CORP | AGCO | 949,301 | $128.3M | 32.06% |
| 3 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 6,724,463 | $70.1M | 17.52% |
| 4 | DAQO NEW ENERGY CORP | DQ | 1,307,972 | $61.3M | 15.30% |