13F HOLDINGS REPORT
Turiya Advisors Asia Ltd
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000919574-24-003104
Total Value
$355.8M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 642,500 | $116.0M | 32.60% |
| 2 | AGCO CORP | AGCO | 773,201 | $95.1M | 26.74% |
| 3 | PURE STORAGE INC | 74624M102 | 977,000 | $50.8M | 14.28% |
| 4 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 3,243,000 | $49.3M | 13.86% |
| 5 | KE HLDGS INC | BEKE | 3,246,000 | $44.6M | 12.53% |