Arohi Asset Management PTE Ltd.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Arohi Asset Management PTE Ltd. reported 5 stock positions worth $366.7 million. Its top holding was Sea Ltd.-ADR (SE) at 53.9% of the portfolio, followed by Atlassian Class A (TEAM, 29.6%) and Global-E Online (GLBE, 9.5%). Compared with Q3 2024, it added to 3 and reduced 2. The biggest buy was Illumina (ILMN, shares +92%) and the biggest sale Sea Ltd.-ADR (SE, shares −6%).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002043756
Portfolio Value
$366.7M (Q4 2024)
SEC Filing
0001405086-25-000065 ↗ filed Feb 14, 2025

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 $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 · $366.7M
SE Sea Ltd.-ADR 53.86% 1,861,758 $197.5M Reduce -6.3%
TEAM Atlassian Corp. Class A 29.61% 446,194 $108.6M Reduce -9.0%
GLBE Global-E Online Ltd. 9.53% 641,206 $35.0M Add +1.8%
ILMN Illumina Inc. 4.42% 121,270 $16.2M Add +91.9%
FTNT Fortinet Inc. 2.57% 99,852 $9.4M Add +44.0%

Portfolio Sells Q3 2024 → Q4 2024
SE Sea Ltd.-ADR Reduce -6.3% 53.86% −7.97
TEAM Atlassian Corp. Class A Reduce -9.0% 29.61% +3.93

Portfolio Buys Q3 2024 → Q4 2024
ILMN Illumina Inc. Add +91.9% 4.42% +1.70
GLBE Global-E Online Ltd. Add +1.8% 9.53% +1.55
FTNT Fortinet Inc. Add +44.0% 2.57% +0.80

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