Q2 2026 13F · SEC CIK 2043756
Arohi Asset Management PTE Ltd.
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $273.2M
- Reported positions
- 7
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $1.1B
Arohi Asset Management PTE Ltd. is a hedge fund that reported 7 positions worth $273.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Sea Ltd (SE, 46.0%), Global E Online Ltd (GLBE, 39.5%), Unity Software Inc Com (U, 5.5%).
Arohi Asset Management PTE Ltd. holdings all 7 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SESea Ltd | 46.0% | +3.8% | $125.7M |
| GLBEGlobal E Online Ltd | 39.5% | -14.9% | $108.0M |
| UUnity Software Inc Com | 5.5% | -8.4% | $14.9M |
| TOSTToast Inc | 4.2% | -21.4% | $11.6M |
| NVDANvidia Corporation | 2.8% | — | $7.7M |
| MUMicron Technology Inc | 1.5% | — | $4.0M |
| CRDOCredo Technology Group Holdi | 0.5% | — | $1.3M |
What Arohi Asset Management PTE Ltd. bought and sold in Q2 2026, against Q1 2026.
New positions
- NVDA Nvidia Corporation2.8% of 13F
- MU Micron Technology Inc1.5% of 13F
- CRDO Credo Technology Group Holdi0.5% of 13F
Added to
No position grew by more than 5%.
Reduced
- TOST Toast Inc-21.4% shares
- GLBE Global E Online Ltd-14.9% shares
- U Unity Software Inc Com-8.4% shares
Sold out
- AMZN Amazon Com Incwas 5.6%
- MMYT Makemytrip Limited Mauritiuswas 5.6%
- TEAM Atlassian Corporationwas 0.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $273.2M | 7 |
| Q1 2026 | $275.5M | 7 |
| Q4 2025 | $333.3M | 6 |
| Q2 2025 | $372.3M | 6 |
| Q4 2024 | $366.7M | 5 |
| Q3 2024 | $303.1M | 5 |
Questions about Arohi Asset Management PTE Ltd.'s portfolio
What stocks does Arohi Asset Management PTE Ltd. own?
Arohi Asset Management PTE Ltd.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 7 positions worth $273.2M. The largest are Sea Ltd (SE) at 46.0%, Global E Online Ltd (GLBE) at 39.5%, Unity Software Inc Com (U) at 5.5%, Toast Inc (TOST) at 4.2% and Nvidia Corporation (NVDA) at 2.8%.
What did Arohi Asset Management PTE Ltd. buy last quarter?
In Q2 2026, Arohi Asset Management PTE Ltd. added a new position in Nvidia Corporation (NVDA), a new position in Micron Technology Inc (MU) and a new position in Credo Technology Group Holdi (CRDO), compared with its Q1 2026 filing.
What did Arohi Asset Management PTE Ltd. sell last quarter?
In Q2 2026, Arohi Asset Management PTE Ltd. sold all of Amazon Com Inc (AMZN), sold all of Makemytrip Limited Mauritius (MMYT), sold all of Atlassian Corporation (TEAM), Toast Inc (TOST) (-21.4% shares), Global E Online Ltd (GLBE) (-14.9% shares) and Unity Software Inc Com (U) (-8.4% shares), compared with its Q1 2026 filing.
When is Arohi Asset Management PTE Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Arohi Asset Management PTE Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Arohi Asset Management PTE Ltd. manage?
Arohi Asset Management PTE Ltd. reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $273.2M.