Arohi Asset Management PTE Ltd. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Arohi Asset Management PTE Ltd. disclosed 5 US equity positions worth $303.1m in its Q3 2024 13F filing. The largest position was SE at 61.8% of the reported book, followed by TEAM and GLBE.
What did Arohi Asset Management PTE Ltd. own in Q3 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 61.8% | $187.4m | 1,987,958 | – | |
| 2 | TEAM ATLASSIAN CORPORATION | Technology | 25.7% | $77.9m | 490,228 | – | |
| 3 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 8.0% | $24.2m | 629,606 | – | |
| 4 | ILMN ILLUMINA INC | Healthcare | 2.7% | $8.2m | 63,200 | – | |
| 5 | FTNT FORTINET INC | Technology | 1.8% | $5.4m | 69,352 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.