Q4 2025 · 13F-HR
Arohi Asset Management PTE Ltd.holdings as filed
Filed 2026-02-18 · accession 0001405086-26-000113
$333.3M
Reported value
6
Positions
2025-12-31
Period end
The Brief · Arohi Asset Management PTE Ltd. · Q4 2025
AI · grounded in 13F
Arohi Asset Management PTE Ltd. closed its position in DoubleVerify HLDGS INC DV, reducing its exposure by $20.6M. The fund established three new positions in Amazon Com Inc AMZN for $11.3M, Toast Inc TOST for $8.6M, and Unity Software Inc U for $2.2M. Additionally, the manager increased share counts in Atlassian Corporation TEAM by 7.9% and Global E Online Ltd GLBE by 61.8%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $148.6M | 44.6% | 3,780,304 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $144.4M | 43.3% | 1,131,800 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $18.2M | 5.47% | 112,501 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $11.3M | 3.39% | 49,012 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $8.6M | 2.57% | 241,500 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $2.2M | 0.66% | 50,000 | 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.