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Arohi Asset Management PTE Ltd.

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13F filer, CIK 2043756, SINGAPORE, Singapore

Arohi Asset Management PTE Ltd. reported $372,286,355 across 6 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001405086-25-000226

Period
2025-06-30
Reported value
$372M
Holdings
6
Top 10 weight
100%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GLBEadded+1,345,156$45.1M
DVnew+1,149,890$17.2M
SEadded+42,385$6.78M
TTDnew+79,800$5.74M

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
TEAMreduced-185,388-$37.7M

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 2025

Share positions as resolved from 13F-HR 0001405086-25-000226, largest first. % of portfolio is the value over $372,286,355, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987,958 shares; 2024Q4: 1,861,758 shares; 2025Q1: 1,411,594 shares; 2025Q2: 1,453,979 shares 1,453,979$233M62.47%+42,385Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,606 shares; 2024Q4: 641,206 shares; 2025Q1: 1,477,728 shares; 2025Q2: 2,822,884 shares 2,822,884$94.7M25.43%+1,345,156Timeline
DVDOUBLEVERIFY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,149,890 shares 1,149,890$17.2M4.62%newTimeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,228 shares; 2024Q4: 446,194 shares; 2025Q1: 242,222 shares; 2025Q2: 56,834 shares 56,834$11.5M3.1%-185,388Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,352 shares; 2024Q4: 99,852 shares; 2025Q1: 99,852 shares; 2025Q2: 99,852 shares 99,852$10.6M2.84%0Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,800 shares 79,800$5.74M1.54%newTimeline

How Q2 2025 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 0001405086-25-000226 base2025-08-15acceptance time not in the bulk data set