Arohi Asset Management PTE Ltd. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Arohi Asset Management PTE Ltd. disclosed 4 US equity positions worth $297.9m in its Q1 2025 13F filing. The largest position was SE at 61.8% of the reported book, followed by GLBE and TEAM. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 4 holdings.
What did Arohi Asset Management PTE Ltd. own in Q1 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 61.8% | $184.2m | 1,411,594 | -24% | reduced |
| 2 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 17.7% | $52.7m | 1,477,728 | 130% | added |
| 3 | TEAM ATLASSIAN CORPORATION | Technology | 17.3% | $51.4m | 242,222 | -46% | reduced |
| 4 | FTNT FORTINET INC | Technology | 3.2% | $9.6m | 99,852 | 0% | held |
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.