Arohi Asset Management PTE Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), Arohi Asset Management PTE Ltd. reported 6 stock positions worth $333.3 million. Its top holding was Global-E Online (GLBE) at 44.6% of the portfolio, followed by Sea Ltd.-ADR (SE, 43.3%) and Atlassian Class A (TEAM, 5.5%). Compared with Q3 2025, it opened 3 new positions, sold out of 1, added to 2 and reduced 1. The biggest buy was Global-E Online (GLBE, shares +1%) and the biggest sale Sea Ltd.-ADR (SE, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0002043756
- Portfolio Value
- $333.3M (Q4 2025)
- SEC Filing
- 0001405086-26-000113 ↗ filed Feb 18, 2026
Holdings Value
Holdings 6 stocks · $333.3M
| GLBE Global-E Online Ltd. | 44.58% | 3,780,304 | $148.6M | Add +0.6% |
| SE Sea Ltd.-ADR | 43.32% | 1,131,800 | $144.4M | Reduce -9.6% |
| TEAM Atlassian Corp. Class A | 5.47% | 112,501 | $18.2M | Add +7.9% |
| AMZN Amazon.com Inc. | 3.39% | 49,012 | $11.3M | New |
| TOST Toast Inc. Class A | 2.57% | 241,500 | $8.6M | New |
| U Unity Software Inc. | 0.66% | 50,000 | $2.2M | New |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |