Arohi Asset Management Pte Ltd. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Arohi Asset Management Pte Ltd. disclosed 7 US equity positions worth $273.2m in its Q2 2026 13F filing. The largest position was SE at 46.0% of the reported book, followed by GLBE and U. Against the Q1 2026 filing, it opened 3 new positions, added to 1 and reduced 3 among the top 7 holdings.
What did Arohi Asset Management Pte Ltd. own in Q2 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 46.0% | $125.7m | 1,311,760 | 4% | added |
| 2 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 39.5% | $108.0m | 3,110,799 | -15% | reduced |
| 3 | U UNITY SOFTWARE INC | Technology | 5.5% | $14.9m | 521,360 | -8% | reduced |
| 4 | TOST TOAST INC | Technology | 4.2% | $11.6m | 415,737 | -21% | reduced |
| 5 | NVDA NVIDIA CORPORATION | Technology | 2.8% | $7.7m | 38,524 | – | new |
| 6 | MU MICRON TECHNOLOGY INC | Technology | 1.5% | $4.0m | 3,482 | – | new |
| 7 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 0.5% | $1.3m | 4,794 | – | 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.