Q1 2026 · 13F-HR
Arohi Asset Management PTE Ltd.holdings as filed
Filed 2026-05-15 · accession 0001405086-26-000321
$275.5M
Reported value
7
Positions
2026-03-31
Period end
The Brief · Arohi Asset Management PTE Ltd. · Q1 2026
AI · grounded in 13F
Arohi Asset Management PTE Ltd. established a new position in MMYT valued at $15.29M. The fund also increased its holdings in U by 1,038.83% and TOST by 118.94%. Additionally, the manager grew its stake in AMZN by 50.01% while trimming positions in TEAM and GLBE.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $112.7M | 40.9% | 3,654,104 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $104.7M | 38.0% | 1,264,022 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $15.3M | 5.56% | 73,524 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $15.3M | 5.55% | 410,100 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $14.0M | 5.09% | 528,740 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $12.5M | 4.53% | 569,416 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $967,922 | 0.35% | 14,182 | 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.