Dark
Light
System
Institutional Investment Manager
Turiya Advisors Asia Ltd
Turiya Advisors Asia Ltd (CIK: 0001554179), located at Suite 1501, 15th Floor, Henley Building, Hong Kong, K3. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 6 holdings with a total value of $1,029,629,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 MICRON TECHNOLOGY INC 8,714,256 287,135,000 27.89%
2 LEVEL 3 COMM 6,021,054 264,384,000 25.68%
3 SK TELECOM LTD 7,781,816 201,860,000 19.61%
4 JOHNSON CTLS INTL PLC 2,761,342 137,874,000 13.39%
5 NEW ORIENTAL ED & TECH GRP I 3,682,213 97,836,000 9.50%
6 APPLIED MATLS INC 1,797,800 40,540,000 3.94%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001606, filed 2015.08.06).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.