Arohi Asset Management PTE Ltd. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Arohi Asset Management PTE Ltd. disclosed 6 US equity positions worth $372.3m in its Q2 2025 13F filing. The largest position was SE at 62.5% of the reported book, followed by GLBE and DV. Against the Q1 2025 filing, it opened 2 new positions, added to 2 and reduced 1 among the top 6 holdings.
What did Arohi Asset Management PTE Ltd. own in Q2 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 62.5% | $232.5m | 1,453,979 | 3% | added |
| 2 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 25.4% | $94.7m | 2,822,884 | 91% | added |
| 3 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 4.6% | $17.2m | 1,149,890 | – | new |
| 4 | TEAM ATLASSIAN CORPORATION | Technology | 3.1% | $11.5m | 56,834 | -77% | reduced |
| 5 | FTNT FORTINET INC | Technology | 2.8% | $10.6m | 99,852 | 0% | held |
| 6 | TTD THE TRADE DESK INC | Communication Services | 1.5% | $5.7m | 79,800 | – | new |
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.