Arohi Asset Management PTE Ltd. — 13F Holdings

2026 Q1  ·  7 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Arohi Asset Management PTE Ltd. maintained a portfolio of 7 distinct positions. The most significant new addition was MAKEMYTRIP LIMITED MAURITIUS, now representing 5.55% of the total fund value. They heavily accumulated shares in UNITY SOFTWARE INC, increasing the position by 1038.8%. The fund also reduced its exposure to ATLASSIAN CORPORATION by 87.4%.
Position History hover any row below to update
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Arohi Asset Management PTE Ltd. Singapore, SG Asset Manager AUM $275M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
7
Quarter
2026 Q1
Top Holding
GLBE (40.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GLBE
GLOBAL E ONLINE...
Consumer Cyclical 40.92% 44.58% #1
Prev: #1
6.5
—
-126,200 -3.3%
P
S
3,654,104 $112,729,108
$38.15 -15.8%
$30.85 +4.1%
2024 Q4 13F Filing 2026-03-31 2026-05-15
SE
SEA LTD
Consumer Cyclical 38.00% 43.32% #2
Prev: #2
7.5
—
132,222 11.7%
P
S
1,264,022 $104,673,662 2024 Q3 13F Filing 2026-03-31 2026-05-15
AMZN
AMAZON COM INC
Consumer Cyclical 5.56% 3.39% #3 1
Prev: #4
6.2
—
24,512 50.0%
P
S
73,524 $15,312,843 2025 Q4 13F Filing 2026-03-31 2026-05-15
MMYT
MAKEMYTRIP LIMI...
Consumer Cyclical 5.55% — #4
Prev: #—
6.2
—
410,100 —
NEW
 410,100 $15,292,629 2026 Q1 13F Filing 2026-03-31 2026-05-15
TOST
TOAST INC
Technology 5.09% 2.57% #5
Prev: #5
5.5
—
287,240 118.9%
P
S
528,740 $14,016,897 2025 Q4 13F Filing 2026-03-31 2026-05-15
U
UNITY SOFTWARE ...
Technology 4.53% 0.66% #6
Prev: #6
4.8
—
519,416 1038.8%
P
S
569,416 $12,492,987 2025 Q4 13F Filing 2026-03-31 2026-05-15
TEAM
ATLASSIAN CORPO...
Technology 0.35% 5.47% #7 4
Prev: #3
0.1
—
-98,319 -87.4%
P
S
14,182 $967,922 2024 Q3 13F Filing 2026-03-31 2026-05-15
Showing 1-7 of 7 holdings

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