Q2 2025 · 13F-HR
Arohi Asset Management PTE Ltd.holdings as filed
Filed 2025-08-15 · accession 0001405086-25-000226
$372.3M
Reported value
6
Positions
2025-06-30
Period end
The Brief · Arohi Asset Management PTE Ltd. · Q2 2025
AI · grounded in 13F
Arohi Asset Management PTE Ltd. established a new position in SE valued at $232.5M. The fund also initiated a position in GLBE for $94.7M. Additional new holdings include DV at $17.2M and TEAM at $11.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $232.5M | 62.5% | 1,453,979 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $94.7M | 25.4% | 2,822,884 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC | $17.2M | 4.62% | 1,149,890 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $11.5M | 3.10% | 56,834 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $10.6M | 2.84% | 99,852 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $5.7M | 1.54% | 79,800 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.