Arohi Asset Management PTE Ltd.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Arohi Asset Management PTE Ltd. reported 4 stock positions worth $395.2 million. Its top holding was Sea Ltd.-ADR (SE) at 56.6% of the portfolio, followed by Global-E Online (GLBE, 34.0%) and Doubleverify (DV, 5.2%). Compared with Q2 2025, it sold out of 2, added to 3 and reduced 1. The biggest buy was Global-E Online (GLBE, shares +33%) and the biggest sale Sea Ltd.-ADR (SE, shares −14%).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002043756
Portfolio Value
$395.2M (Q3 2025)
SEC Filing
0001405086-25-000343 ↗ filed Nov 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 Q4 2024 Q1 2025: $297.9M Q1 2025 Q2 2025: $372.3M Q2 2025 Q3 2025: $395.2M $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 · $395.2M
SE Sea Ltd.-ADR 56.58% 1,251,241 $223.6M Reduce -13.9%
GLBE Global-E Online Ltd. 33.99% 3,757,091 $134.4M Add +33.1%
DV Doubleverify Holdings Inc. 5.21% 1,717,770 $20.6M Add +49.4%
TEAM Atlassian Corp. Class A 4.21% 104,294 $16.7M Add +83.5%

Portfolio Sells Q2 2025 → Q3 2025
SE Sea Ltd.-ADR Reduce -13.9% 56.58% −5.88
FTNT Fortinet Inc. Sold out 0.00% −2.84
TTD Trade Desk Inc./the Class A Sold out 0.00% −1.54

Portfolio Buys Q2 2025 → Q3 2025
GLBE Global-E Online Ltd. Add +33.1% 33.99% +8.56
TEAM Atlassian Corp. Class A Add +83.5% 4.21% +1.11
DV Doubleverify Holdings Inc. Add +49.4% 5.21% +0.58

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