Arohi Asset Management PTE Ltd. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Arohi Asset Management PTE Ltd. disclosed 4 US equity positions worth $395.2m in its Q3 2025 13F filing. The largest position was SE at 56.6% of the reported book, followed by GLBE and DV. Against the Q2 2025 filing, it opened 0 new positions, added to 3 and reduced 1 among the top 4 holdings.
What did Arohi Asset Management PTE Ltd. own in Q3 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 56.6% | $223.6m | 1,251,241 | -14% | reduced |
| 2 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 34.0% | $134.4m | 3,757,091 | 33% | added |
| 3 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 5.2% | $20.6m | 1,717,770 | 49% | added |
| 4 | TEAM ATLASSIAN CORPORATION | Technology | 4.2% | $16.7m | 104,294 | 84% | 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.