Arohi Asset Management PTE Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Arohi Asset Management PTE Ltd. reported 7 stock positions worth $273.2 million. Its top holding was Sea Ltd.-ADR (SE) at 46.0% of the portfolio, followed by Global-E Online (GLBE, 39.5%) and Unity Software (U, 5.5%). Compared with Q1 2026, it opened 3 new positions, sold out of 3, added to 1 and reduced 3. The biggest buy was Sea Ltd.-ADR (SE, shares +4%) and the biggest sale an exit from Amazon.com (AMZN).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002043756
Portfolio Value
$273.2M (Q2 2026)
SEC Filing
0001405086-26-000594 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $230.6M Q1 2024 Q2 2024: $243.2M Q2 2024 Q3 2024: $303.1M Q3 2024 Q4 2024: $366.7M Q4 2024 Q1 2025: $297.9M Q1 2025 Q2 2025: $372.3M Q2 2025 Q3 2025: $395.2M Q3 2025 Q4 2025: $333.3M Q4 2025 Q1 2026: $275.5M Q1 2026 Q2 2026: $273.2M $273.2M Q2 2026

Holdings 7 stocks · $273.2M
SE Sea Ltd.-ADR 46.01% 1,311,760 $125.7M Add +3.8%
GLBE Global-E Online Ltd. 39.54% 3,110,799 $108.0M Reduce -14.9%
U Unity Software Inc. 5.45% 521,360 $14.9M Reduce -8.4%
TOST Toast Inc. Class A 4.23% 415,737 $11.6M Reduce -21.4%
NVDA Nvidia Corp. 2.82% 38,524 $7.7M New
MU Micron Technology Inc. 1.47% 3,482 $4.0M New
CRDO Credo Technology Group Holdi 0.48% 4,794 $1.3M New

Portfolio Sells Q1 2026 → Q2 2026
AMZN Amazon.com Inc. Sold out 0.00% −5.56
MMYT Makemytrip Ltd. Sold out 0.00% −5.55
GLBE Global-E Online Ltd. Reduce -14.9% 39.54% −1.38
TOST Toast Inc. Class A Reduce -21.4% 4.23% −0.86
TEAM Atlassian Corp. Class A Sold out 0.00% −0.35
U Unity Software Inc. Reduce -8.4% 5.45% +0.92

Portfolio Buys Q1 2026 → Q2 2026
SE Sea Ltd.-ADR Add +3.8% 46.01% +8.01
NVDA Nvidia Corp. New 2.82% +2.82
MU Micron Technology Inc. New 1.47% +1.47
CRDO Credo Technology Group Holdi New 0.48% +0.48

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$273.2MSE, GLBE, U, TOST, NVDA
Q1 2026 7$275.5MGLBE, SE, AMZN, MMYT, TOST
Q4 2025 6$333.3MGLBE, SE, TEAM, AMZN, TOST
Q3 2025 4$395.2MSE, GLBE, DV, TEAM
Q2 2025 6$372.3MSE, GLBE, DV, TEAM, FTNT
Q1 2025 4$297.9MSE, GLBE, TEAM, FTNT
Q4 2024 5$366.7MSE, TEAM, GLBE, ILMN, FTNT
Q3 2024 5$303.1MSE, TEAM, GLBE, ILMN, FTNT
Q2 2024 4$243.2MSE, TEAM, GLBE, FTNT
Q1 2024 3$230.6MSE, TEAM, FTNT