Institutional
Arohi Asset Management PTE Ltd.
CIK 0002043756
$275.5M
Reported AUM
7
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLBE | GLOBAL E ONLINE LTD | $39.87 | -0.97% | 26.89% | -49.51% | $112.7M | 40.92% | — | HELD |
| 2 | SE | SEA LTD | $106.24 | -1.97% | -31.11% | -68.60% | $104.7M | 38.00% | — | HELD |
| 3 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 9.66% | 35.70% | $15.3M | 5.56% | — | HELD |
| 4 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $57.08 | -0.12% | -38.36% | 119.09% | $15.3M | 5.55% | — | HELD |
| 5 | TOST | TOAST INC | $32.85 | 0.77% | -31.70% | -40.12% | $14.0M | 5.09% | — | HELD |
| 6 | U | UNITY SOFTWARE INC | $33.34 | 4.06% | 2.91% | -74.16% | $12.5M | 4.53% | — | HELD |
| 7 | TEAM | ATLASSIAN CORPORATION | $98.12 | -5.91% | -43.00% | -71.59% | $968K | 0.35% | — | HELD |
Source: SEC EDGAR · accession 0001405086-26-000321. 13F discloses long positions only — shorts, foreign equities, and options are excluded.