Arohi Asset Management PTE Ltd. — Q3 2025 13F-HR

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Q3 2025 · 13F-HR

Arohi Asset Management PTE Ltd.holdings as filed

Filed 2025-11-14 · accession 0001405086-25-000343

$395.2M

Reported value

Positions

2025-09-30

Period end

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The Brief · Arohi Asset Management PTE Ltd. · Q3 2025

AI · grounded in 13F

Arohi Asset Management PTE Ltd. established a new position in SE valued at $223.6M. The fund also initiated a new stake in GLBE for $134.4M. Additional new positions include DV at $20.6M and TEAM at $16.7M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
81141R100	SE	SEA LTD	$223.6M	56.6%	1,251,241	Common	SOLE
M5216V106	GLBE	GLOBAL E ONLINE LTD	$134.4M	34.0%	3,757,091	Common	SOLE
25862V105	DV	DOUBLEVERIFY HLDGS INC	$20.6M	5.21%	1,717,770	Common	SOLE
049468101	TEAM	ATLASSIAN CORPORATION	$16.7M	4.21%	104,294	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.