Arohi Asset Management PTE Ltd.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed November 14, 2024), Arohi Asset Management PTE Ltd. reported 4 stock positions worth $243.2 million. Its top holding was Sea Ltd.-ADR (SE) at 58.5% of the portfolio, followed by Atlassian Class A (TEAM, 35.7%) and Global-E Online (GLBE, 4.1%). Compared with Q1 2024, it opened 1 new position, added to 1 and reduced 2. The biggest buy was a new position in Global-E Online (GLBE) and the biggest sale Atlassian Class A (TEAM, shares −1%).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002043756
Portfolio Value
$243.2M (Q2 2024)
SEC Filing
0001405086-24-000281 ↗ filed Nov 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $230.6M Q1 2024 Q2 2024: $243.2M $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 4 stocks · $243.2M
SE Sea Ltd.-ADR 58.51% 1,992,258 $142.3M Reduce -18.0%
TEAM Atlassian Corp. Class A 35.66% 490,228 $86.7M Reduce -1.4%
GLBE Global-E Online Ltd. 4.11% 275,633 $10.0M New
FTNT Fortinet Inc. 1.72% 69,352 $4.2M Add +52.6%

Portfolio Sells Q1 2024 → Q2 2024
TEAM Atlassian Corp. Class A Reduce -1.4% 35.66% −6.41
SE Sea Ltd.-ADR Reduce -18.0% 58.51% +1.92

Portfolio Buys Q1 2024 → Q2 2024
GLBE Global-E Online Ltd. New 4.11% +4.11
FTNT Fortinet Inc. Add +52.6% 1.72% +0.37

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