Skip to content
Disclosery

Arohi Asset Management PTE Ltd.

Follow

13F filer, CIK 2043756, SINGAPORE, Singapore

Arohi Asset Management PTE Ltd. reported $273,241,515 across 7 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001405086-26-000594

Period
2026-06-30
Reported value
$273M
Holdings
7
Top 10 weight
100%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAnew+38,524$7.71M
SEadded+47,738$4.57M
MUnew+3,482$4.02M
CRDOnew+4,794$1.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GLBEreduced-543,305-$18.9M
AMZNexited-73,524-$15.3M
MMYTexited-410,100-$15.3M
TOSTreduced-113,003-$3.14M
Ureduced-48,056-$1.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001405086-26-000594, largest first. % of portfolio is the value over $273,241,515, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,987,958 shares; 2024Q4: 1,861,758 shares; 2025Q1: 1,411,594 shares; 2025Q2: 1,453,979 shares; 2025Q3: 1,251,241 shares; 2025Q4: 1,131,800 shares; 2026Q1: 1,264,022 shares; 2026Q2: 1,311,760 shares 1,311,760$126M46.01%+47,738Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629,606 shares; 2024Q4: 641,206 shares; 2025Q1: 1,477,728 shares; 2025Q2: 2,822,884 shares; 2025Q3: 3,757,091 shares; 2025Q4: 3,780,304 shares; 2026Q1: 3,654,104 shares; 2026Q2: 3,110,799 shares 3,110,799$108M39.54%-543,305Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 569,416 shares; 2026Q2: 521,360 shares 521,360$14.9M5.45%-48,056Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,500 shares; 2026Q1: 528,740 shares; 2026Q2: 415,737 shares 415,737$11.6M4.23%-113,003Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,524 shares 38,524$7.71M2.82%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,482 shares 3,482$4.02M1.47%newTimeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,794 shares 4,794$1.3M0.48%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMZNAMAZON COM INC73,524$15.3Mshares
MMYTMAKEMYTRIP LIMITED MAURITIUS410,100$15.3Mshares
TEAMATLASSIAN CORPORATION14,182$968Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001405086-26-000594 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001405086-26-000594 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001405086-26-000321 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001405086-26-000113 Quarter ended 2025-12-312026-02-18acceptance time not in the bulk data set
13F-HR 0001405086-25-000343 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001405086-25-000226 Quarter ended 2025-06-302025-08-15acceptance time not in the bulk data set
13F-HR 0001405086-25-000139 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001405086-25-000065 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001405086-24-000283 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001405086-24-000277 Quarter ended 2023-12-312024-11-14acceptance time not in the bulk data set
13F-HR 0001405086-24-000279 Quarter ended 2024-03-312024-11-14acceptance time not in the bulk data set
13F-HR 0001405086-24-000281 Quarter ended 2024-06-302024-11-14acceptance time not in the bulk data set