Arohi Asset Management PTE Ltd.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed November 14, 2024), Arohi Asset Management PTE Ltd. reported 3 stock positions worth $230.6 million. Its top holding was Sea Ltd.-ADR (SE) at 56.6% of the portfolio, followed by Atlassian Class A (TEAM, 42.1%) and Fortinet (FTNT, 1.3%). Compared with Q4 2023, it opened 1 new position and added to 1. The biggest buy was Sea Ltd.-ADR (SE, shares +10%).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002043756
Portfolio Value
$230.6M (Q1 2024)
SEC Filing
0001405086-24-000279 ↗ filed Nov 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $230.6M $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 Q2 2026

Holdings 3 stocks · $230.6M
SE Sea Ltd.-ADR 56.59% 2,429,554 $130.5M Add +9.6%
TEAM Atlassian Corp. Class A 42.07% 497,167 $97.0M No change
FTNT Fortinet Inc. 1.35% 45,452 $3.1M New

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
SE Sea Ltd.-ADR Add +9.6% 56.59% +13.44
FTNT Fortinet Inc. New 1.35% +1.35

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