Arohi Asset Management PTE Ltd. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Arohi Asset Management PTE Ltd. disclosed 6 US equity positions worth $333.3m in its Q4 2025 13F filing. The largest position was GLBE at 44.6% of the reported book, followed by SE and TEAM. Against the Q3 2025 filing, it opened 3 new positions, added to 2 and reduced 1 among the top 6 holdings.
What did Arohi Asset Management PTE Ltd. own in Q4 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 44.6% | $148.6m | 3,780,304 | 1% | added |
| 2 | SE SEA LTD | Consumer Cyclical | 43.3% | $144.4m | 1,131,800 | -10% | reduced |
| 3 | TEAM ATLASSIAN CORPORATION | Technology | 5.5% | $18.2m | 112,501 | 8% | added |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 3.4% | $11.3m | 49,012 | – | new |
| 5 | TOST TOAST INC | Technology | 2.6% | $8.6m | 241,500 | – | new |
| 6 | U UNITY SOFTWARE INC | Technology | 0.7% | $2.2m | 50,000 | – | 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.