Arohi Asset Management PTE Ltd. reported 7 positions worth $273.24M for the quarter ended Jun 30, 2026, down 0.8% on the prior quarter. It opened 3 new positions, added to 1, trimmed 3 and exited 3. Its largest holding is Sea Ltd at 46% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLBE Global-E Online Ltd. | -543.3K | -14.9% | $18.87M | 39.54% |
| AMZN Amazon Com Inc | -73.5K | -100.0% | $15.31M | Exited |
| MMYT MakeMyTrip Ltd | -410.1K | -100.0% | $15.29M | Exited |
| TOST Toast, Inc. | -113.0K | -21.4% | $3.14M | 4.23% |
| U Unity Software Inc. | -48.1K | -8.4% | $1.37M | 5.45% |
| TEAM Atlassian Corp | -14.2K | -100.0% | $967.92K | Exited |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SE Sea Ltd | Technology | 1.31M | $125.71M | 46.01% | +47.7K | +3.8% | Added | 0.22% |
| 2 | GLBE Global-E Online Ltd. | Technology | 3.11M | $108.04M | 39.54% | -543.3K | -14.9% | Reduced | 1.83% |
| 3 | U Unity Software Inc. | Technology | 521.4K | $14.90M | 5.45% | -48.1K | -8.4% | Reduced | 0.12% |
| 4 | TOST Toast, Inc. | Technology | 415.7K | $11.57M | 4.23% | -113.0K | -21.4% | Reduced | 0.07% |
| 5 | NVDA Nvidia Corp | Technology | 38.5K | $7.71M | 2.82% | +38.5K | – | New | 0% |
| 6 | MU Micron Technology Inc | Technology | 3,482 | $4.02M | 1.47% | +3,482 | – | New | 0% |
| 7 | CRDO Credo Technology Group Holding Ltd | Technology | 4,794 | $1.30M | 0.477% | +4,794 | – | New | 0% |
Tip. Select a row to see that position’s full history at Arohi Asset Management PTE.
As of its Q2 2026 13F filing, Arohi Asset Management PTE Ltd.’s five largest positions were Sea Ltd (SE) at 46.0%, Global-E Online Ltd. (GLBE) at 39.5%, Unity Software Inc. (U) at 5.5%, Toast, Inc. (TOST) at 4.2%, Nvidia Corp (NVDA) at 2.8% of the reported portfolio.
Arohi Asset Management PTE Ltd. reported a 13F portfolio worth $273.24M across 7 positions for Q2 2026. That is down 0.8% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($7.71M), Sea Ltd ($4.57M), Micron Technology Inc ($4.02M). It opened 3 new positions.
Its largest sales by value were Global-E Online Ltd. ($18.87M), Amazon Com Inc ($15.31M), MakeMyTrip Ltd ($15.29M). It exited 3 positions entirely.
From the Form 13F-HR reports Arohi Asset Management PTE Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.