Arohi Asset Management PTE Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Arohi Asset Management PTE Ltd. reported 7 stock positions worth $275.5 million. Its top holding was Global-E Online (GLBE) at 40.9% of the portfolio, followed by Sea Ltd.-ADR (SE, 38.0%) and Amazon.com (AMZN, 5.6%). Compared with Q4 2025, it opened 1 new position, added to 4 and reduced 2. The biggest buy was a new position in Makemytrip (MMYT) and the biggest sale Atlassian Class A (TEAM, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0002043756
- Portfolio Value
- $275.5M (Q1 2026)
- SEC Filing
- 0001405086-26-000321 ↗ filed May 15, 2026
Holdings Value
Holdings 7 stocks · $275.5M
| GLBE Global-E Online Ltd. | 40.92% | 3,654,104 | $112.7M | Reduce -3.3% |
| SE Sea Ltd.-ADR | 38.00% | 1,264,022 | $104.7M | Add +11.7% |
| AMZN Amazon.com Inc. | 5.56% | 73,524 | $15.3M | Add +50.0% |
| MMYT Makemytrip Ltd. | 5.55% | 410,100 | $15.3M | New |
| TOST Toast Inc. Class A | 5.09% | 528,740 | $14.0M | Add +118.9% |
| U Unity Software Inc. | 4.53% | 569,416 | $12.5M | Add +1038.8% |
| TEAM Atlassian Corp. Class A | 0.35% | 14,182 | $968K | Reduce -87.4% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
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 |