Arohi Asset Management PTE Ltd.
13F Reported Value
ⓘ$273.2M
Holdings
7
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Arohi Asset Management PTE Ltd. disclosed 7 positions worth $273.2M in its Form 13F-HR for Q2 2026, led by $SE (Sea Ltd) at 46.0% of the equity portfolio, followed by $GLBE and $U. During the quarter the fund opened 3 new positions and exited 3 — including a new stake in $NVDA and a full exit from $AMZN. The portfolio is most concentrated in Technology (54.0% of disclosed assets). All figures are sourced directly from Arohi Asset Management PTE Ltd.’s Form 13F-HR filing with the SEC under CIK 2043756.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$125.7M1,311,760 sh - —
Quality
$108.0M3,110,799 sh - 38.9#2,170
Quality
$14.9M521,360 sh - 69.5
Quality
$11.6M415,737 sh - 85.9
Quality
$7.7M38,524 sh - 86.2
Quality
$4.0M3,482 sh - 55.1
Quality
$1.3M4,794 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Sea Ltd$SE | — | $125.7M | 1,311,760 |
 Global-E Online Ltd.$GLBE | — | $108.0M | 3,110,799 |
 Unity Software Inc.$U | 38.9#2,170 | $14.9M | 521,360 |
 Toast, Inc.$TOST | 69.5 | $11.6M | 415,737 |
 NVIDIA CORP$NVDA | 85.9 | $7.7M | 38,524 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $4.0M | 3,482 |
 Credo Technology Group Holding Ltd$CRDO | 55.1 | $1.3M | 4,794 |
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32-signal composite ranking on each of Arohi Asset Management PTE Ltd.'s 7 positions.
Showing top 7 of 7 holdings.
Sector Allocation
Technology
$147.5M
Industrials
$125.7M
Full Holdings — Arohi Asset Management PTE Ltd. (Q2 2026)
All 7 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SE | Sea Ltd | $125.7M | 46.0% | +4% | — |
| 2 | $GLBE | Global-E Online Ltd. | $108.0M | 39.5% | -15% | — |
| 3 | $U | Unity Software Inc. | $14.9M | 5.5% | -8% | 38.9 |
| 4 | $TOST | Toast, Inc. | $11.6M | 4.2% | -21% | 69.5 |
| 5 | $NVDA | NVIDIA CORP | $7.7M | 2.8% | NEW | 85.9 |
| 6 | $MU | MICRON TECHNOLOGY INC | $4.0M | 1.5% | NEW | 86.2 |
| 7 | $CRDO | Credo Technology Group Holding Ltd | $1.3M | 0.5% | NEW | 55.1 |
New Positions (3)
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AI-Powered Hedge Fund Analysis: Arohi Asset Management PTE Ltd.
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