Arohi Asset Management PTE Ltd.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Arohi Asset Management PTE Ltd. reported 4 stock positions worth $297.9 million. Its top holding was Sea Ltd.-ADR (SE) at 61.8% of the portfolio, followed by Global-E Online (GLBE, 17.7%) and Atlassian Class A (TEAM, 17.3%). Compared with Q4 2024, it sold out of 1, added to 1 and reduced 2. The biggest buy was Global-E Online (GLBE, shares +130%) and the biggest sale Atlassian Class A (TEAM, shares −46%).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002043756
Portfolio Value
$297.9M (Q1 2025)
SEC Filing
0001405086-25-000139 ↗ filed May 15, 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 Q4 2024 Q1 2025: $297.9M $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 · $297.9M
SE Sea Ltd.-ADR 61.83% 1,411,594 $184.2M Reduce -24.2%
GLBE Global-E Online Ltd. 17.68% 1,477,728 $52.7M Add +130.5%
TEAM Atlassian Corp. Class A 17.26% 242,222 $51.4M Reduce -45.7%
FTNT Fortinet Inc. 3.23% 99,852 $9.6M No change

Portfolio Sells Q4 2024 → Q1 2025
TEAM Atlassian Corp. Class A Reduce -45.7% 17.26% −12.36
ILMN Illumina Inc. Sold out 0.00% −4.42
SE Sea Ltd.-ADR Reduce -24.2% 61.83% +7.97

Portfolio Buys Q4 2024 → Q1 2025
GLBE Global-E Online Ltd. Add +130.5% 17.68% +8.15

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