Arohi Asset Management PTE Ltd.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Arohi Asset Management PTE Ltd. reported 5 stock positions worth $303.1 million. Its top holding was Sea Ltd.-ADR (SE) at 61.8% of the portfolio, followed by Atlassian Class A (TEAM, 25.7%) and Global-E Online (GLBE, 8.0%). Compared with Q2 2024, it opened 1 new position, added to 1 and reduced 1. The biggest buy was Global-E Online (GLBE, shares +128%) and the biggest sale Sea Ltd.-ADR (SE, shares −0%).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002043756
Portfolio Value
$303.1M (Q3 2024)
SEC Filing
0001405086-24-000283 ↗ 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 Q2 2024 Q3 2024: $303.1M $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 5 stocks · $303.1M
SE Sea Ltd.-ADR 61.84% 1,987,958 $187.4M Reduce -0.2%
TEAM Atlassian Corp. Class A 25.69% 490,228 $77.9M No change
GLBE Global-E Online Ltd. 7.98% 629,606 $24.2M Add +128.4%
ILMN Illumina Inc. 2.72% 63,200 $8.2M New
FTNT Fortinet Inc. 1.77% 69,352 $5.4M No change

Portfolio Sells Q2 2024 → Q3 2024
SE Sea Ltd.-ADR Reduce -0.2% 61.84% +3.32

Portfolio Buys Q2 2024 → Q3 2024
GLBE Global-E Online Ltd. Add +128.4% 7.98% +3.87
ILMN Illumina Inc. New 2.72% +2.72

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