Arohi Asset Management Pte Ltd. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Arohi Asset Management Pte Ltd. disclosed 7 US equity positions worth $275.5m in its Q1 2026 13F filing. The largest position was GLBE at 40.9% of the reported book, followed by SE and AMZN.
What did Arohi Asset Management Pte Ltd. own in Q1 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 40.9% | $112.7m | 3,654,104 | – | |
| 2 | SE SEA LTD | Consumer Cyclical | 38.0% | $104.7m | 1,264,022 | – | |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 5.6% | $15.3m | 73,524 | – | |
| 4 | MAKEMYTRIP LIMITED MAURITIUS | 5.6% | $15.3m | 410,100 | – | ||
| 5 | TOST TOAST INC | Technology | 5.1% | $14.0m | 528,740 | – | |
| 6 | U UNITY SOFTWARE INC | Technology | 4.5% | $12.5m | 569,416 | – | |
| 7 | TEAM ATLASSIAN CORPORATION | Technology | 0.4% | $967.9k | 14,182 | – |
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.