Arohi Asset Management Pte Ltd. Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Arohi Asset Management Pte Ltd. disclosed 7 stock positions valued at approximately $273.24M as of quarter-end June 30, 2026. The largest holdings include SEA LTD, GLOBAL E ONLINE LTD, and UNITY SOFTWARE INC.

Report Period
June 30, 2026
No. of Stocks
7
Portfolio Value
$273.24M
Holdings by Sector
Arohi Asset Management Pte Ltd. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SEA LTDSEConsumer Cyclical46.01%1,311,760+47,738+3.78%$125,705,961
GLOBAL E ONLINE LTDGLBEOther39.54%3,110,799-543,305-14.87%$108,038,049
UNITY SOFTWARE INCUTechnology5.45%521,360-48,056-8.44%$14,900,469
TOAST INCTOSTTechnology4.23%415,737-113,003-21.37%$11,565,803
NVIDIA CORPORATIONNVDATechnology2.82%38,524+38,524+100.00%$7,708,267
MICRON TECHNOLOGY INCMUTechnology1.47%3,482+3,482+100.00%$4,019,238
CREDO TECHNOLOGY GROUP HOLDICRDOTechnology0.48%4,794+4,794+100.00%$1,303,728
Showing 7 of 7 holdings in the latest reporting period.