Arohi Asset Management PTE Ltd. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Arohi Asset Management PTE Ltd. disclosed 5 US equity positions worth $366.7m in its Q4 2024 13F filing. The largest position was SE at 53.9% of the reported book, followed by TEAM and GLBE. Against the Q3 2024 filing, it opened 0 new positions, added to 3 and reduced 2 among the top 5 holdings.
What did Arohi Asset Management PTE Ltd. own in Q4 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 53.9% | $197.5m | 1,861,758 | -6% | reduced |
| 2 | TEAM ATLASSIAN CORPORATION | Technology | 29.6% | $108.6m | 446,194 | -9% | reduced |
| 3 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 9.5% | $35.0m | 641,206 | 2% | added |
| 4 | ILMN ILLUMINA INC | Healthcare | 4.4% | $16.2m | 121,270 | 92% | added |
| 5 | FTNT FORTINET INC | Technology | 2.6% | $9.4m | 99,852 | 44% | added |
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.