Arohi Asset Management PTE Ltd. — 13F Holdings & Portfolio
CIK 2043756 · latest 13F-HR filed 2026-08-14
Arohi Asset Management PTE Ltd. manages $273.2M in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SE (46.01%), GLBE (39.54%), U (5.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 3, added to 2, and trimmed 1.
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.
#24-01 MAYBANK TOWER
SINGAPORE, U0 049907
$273.2M
Long-equity book
7
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −3 / ↑2 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
New Positions
- NVIDIA CORPORATION$7.7M
- MICRON TECHNOLOGY INC$4.0M
- CREDO TECHNOLOGY GROUP HOLDI$1.3M
Exited Positions
- AMAZON COM INC$15.3M
- MAKEMYTRIP LIMITED MAURITIUS$15.3M
- ATLASSIAN CORPORATION$967.9K
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 | SEA LTD | SE | 81141R100 | $125.7M | 46.01% | 1,311,760 | SH |
| 2 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $108.0M | 39.54% | 3,110,799 | SH |
| 3 | UNITY SOFTWARE INC | U | 91332U101 | $14.9M | 5.45% | 521,360 | SH |
| 4 | TOAST INC | TOST | 888787108 | $11.6M | 4.23% | 415,737 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.7M | 2.82% | 38,524 | SH |
| 6 | MICRON TECHNOLOGY INC | MU | 595112103 | $4.0M | 1.47% | 3,482 | SH |
| 7 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | G25457105 | $1.3M | 0.48% | 4,794 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $273.2M | 7 | 0001405086-26-000594 |
| 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 |