Institutional Manager · CIK 0002043756
Arohi Asset Management PTE Ltd.
SINGAPORE, U0 · File #028-24476
Latest AUM
$333.3M
Positions
6
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-09
2024-09
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | DOUBLEVERIFY HLDGS INC | 25862V105 | -1,717,770 | -$20.6M | $0 |
| REDUCE | SEA LTD | SE | -119,441 | -$15.2M | -$64.0M |
| NEW | AMAZON COM INC | AMZN | +49,012 | +$11.3M | $0 |
| NEW | TOAST INC | TOST | +241,500 | +$8.6M | $0 |
| NEW | UNITY SOFTWARE INC | U | +50,000 | +$2.2M | $0 |
| ADD | ATLASSIAN CORPORATION | TEAM | +8,207 | +$1.3M | +$254,477 |
| ADD | GLOBAL E ONLINE LTD | GLBE | +23,213 | +$912,503 | +$13.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20256 pos · $333.3M
- 13F HOLDINGS REPORTQ/E Sep 20254 pos · $395.2M
- 13F HOLDINGS REPORTQ/E Jun 20256 pos · $372.3M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $297.9M
- 13F HOLDINGS REPORTQ/E Dec 20245 pos · $366.7M
- 13F HOLDINGS REPORTQ/E Sep 20245 pos · $303.1M
- 13F HOLDINGS REPORTQ/E Sep 20242 pos · $208.0M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $230.6M
- 13F HOLDINGS REPORTQ/E Sep 20244 pos · $243.2M
Top 6 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 3,780,304 | $148.6M | 44.58% |
| 2 | SEA LTD | SE | 1,131,800 | $144.4M | 43.32% |
| 3 | ATLASSIAN CORPORATION | TEAM | 112,501 | $18.2M | 5.47% |
| 4 | AMAZON COM INC | AMZN | 49,012 | $11.3M | 3.39% |
| 5 | TOAST INC | TOST | 241,500 | $8.6M | 2.57% |
| 6 | UNITY SOFTWARE INC | U | 50,000 | $2.2M | 0.66% |