Arohi Asset Management PTE Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Arohi Asset Management PTE Ltd. reported 6 stock positions worth $372.3 million. Its top holding was Sea Ltd.-ADR (SE) at 62.5% of the portfolio, followed by Global-E Online (GLBE, 25.4%) and Doubleverify (DV, 4.6%). Compared with Q1 2025, it opened 2 new positions, added to 2 and reduced 1. The biggest buy was Global-E Online (GLBE, shares +91%) and the biggest sale Atlassian Class A (TEAM, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0002043756
- Portfolio Value
- $372.3M (Q2 2025)
- SEC Filing
- 0001405086-25-000226 ↗ filed Aug 15, 2025
Holdings Value
Holdings 6 stocks · $372.3M
| SE Sea Ltd.-ADR | 62.47% | 1,453,979 | $232.5M | Add +3.0% |
| GLBE Global-E Online Ltd. | 25.43% | 2,822,884 | $94.7M | Add +91.0% |
| DV Doubleverify Holdings Inc. | 4.62% | 1,149,890 | $17.2M | New |
| TEAM Atlassian Corp. Class A | 3.10% | 56,834 | $11.5M | Reduce -76.5% |
| FTNT Fortinet Inc. | 2.84% | 99,852 | $10.6M | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.54% | 79,800 | $5.7M | New |
Portfolio Sells Q1 2025 → Q2 2025
| TEAM Atlassian Corp. Class A | Reduce -76.5% | 3.10% | −14.15 |
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $273.2M | SE, GLBE, U, TOST, NVDA |
| Q1 2026 | 7 | $275.5M | GLBE, SE, AMZN, MMYT, TOST |
| Q4 2025 | 6 | $333.3M | GLBE, SE, TEAM, AMZN, TOST |
| Q3 2025 | 4 | $395.2M | SE, GLBE, DV, TEAM |
| Q2 2025 | 6 | $372.3M | SE, GLBE, DV, TEAM, FTNT |
| Q1 2025 | 4 | $297.9M | SE, GLBE, TEAM, FTNT |
| Q4 2024 | 5 | $366.7M | SE, TEAM, GLBE, ILMN, FTNT |
| Q3 2024 | 5 | $303.1M | SE, TEAM, GLBE, ILMN, FTNT |
| Q2 2024 | 4 | $243.2M | SE, TEAM, GLBE, FTNT |
| Q1 2024 | 3 | $230.6M | SE, TEAM, FTNT |