Arohi Asset Management PTE Ltd. — 13F Holdings & Portfolio
CIK 2043756 · latest 13F-HR filed 2026-05-15
Arohi Asset Management PTE Ltd. manages $275.5M in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GLBE (40.92%), SE (38.00%), AMZN (5.56%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 3, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$275.5M
Long-equity book
7
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −0 / ↑3 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- UNITY SOFTWARE INC$10.3M +465.7%
- TOAST INC$5.4M +63.4%
- AMAZON COM INC$4.0M +35.4%
Top Trims
- SEA LTD-$39.7M -27.5%
- GLOBAL E ONLINE LTD-$35.9M -24.1%
- ATLASSIAN CORPORATION-$17.3M -94.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $112.7M | 40.92% | 3,654,104 | SH |
| 2 | SEA LTD | SE | 81141R100 | $104.7M | 38.00% | 1,264,022 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $15.3M | 5.56% | 73,524 | SH |
| 4 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | V5633W109 | $15.3M | 5.55% | 410,100 | SH |
| 5 | TOAST INC | TOST | 888787108 | $14.0M | 5.09% | 528,740 | SH |
| 6 | UNITY SOFTWARE INC | U | 91332U101 | $12.5M | 4.53% | 569,416 | SH |
| 7 | ATLASSIAN CORPORATION | TEAM | 049468101 | $967.9K | 0.35% | 14,182 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $275.5M | 7 | 0001405086-26-000321 |
| 2025-12-31 | 2026-02-18 | $333.3M | 6 | 0001405086-26-000113 |
| 2025-09-30 | 2025-11-14 | $395.2M | 4 | 0001405086-25-000343 |