Arohi Asset Management PTE Ltd.

CIK: 0002043756SEC EDGAR →

Portfolio Value

$333.3M

Holdings

6

As of

Q4 2025

New Positions

0

Closed Positions

2

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
GLBE

GLOBAL E ONLINE LTD

3,780,304$148.6M
44.58%
2
SE

SEA LTD

1,131,800$144.4M
43.32%
3
TEAM

ATLASSIAN CORPORATION

112,501$18.2M
5.47%
4
AMZN

AMAZON COM INC

49,012$11.3M
3.39%
5
TOST

TOAST INC

241,500$8.6M
2.57%
6
U

UNITY SOFTWARE INC

50,000$2.2M
0.66%

Quarterly Changes

Top Buys

GLBE↑ Increased
$14.2M
AMZNNEW
$11.3M
TOSTNEW
$8.6M
UNEW
$2.2M
TEAM↑ Increased
$1.6M

Top Sells

SE↓ Decreased
$79.3M
DVCLOSED
$20.6M

New Positions (3)

AMZN
$11.3M · 49K shares
TOST
$8.6M · 242K shares
U
$2.2M · 50K shares

Closed Positions (1)

DV
$20.6M · 1.7M shares

Sector Breakdown

Sector# HoldingsValue%
Consumer Cyclical3$304.3M91.3%
Technology3$29.0M8.7%