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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLBE | GLOBAL E ONLINE LTD | $32.13 | -2.31% | -7.11% | -53.86% | $112.7M | 40.92% | −126,200 | −3.3% |
| 2 | SE | SEA LTD | $86.56 | -6.00% | -47.73% | -68.66% | $104.7M | 38.00% | +132,222 | +11.7% |
| 3 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $15.3M | 5.56% | +24,512 | +50.0% |
| 4 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $44.09 | -2.39% | -56.12% | 54.92% | $15.3M | 5.55% | +410,100 | NEW |
| 5 | TOST | TOAST INC | $24.64 | -2.30% | -44.01% | -53.70% | $14.0M | 5.09% | +287,240 | +118.9% |
| 6 | U | UNITY SOFTWARE INC | $29.17 | -2.86% | 16.08% | -72.77% | $12.5M | 4.53% | +519,416 | +1038.8% |
| 7 | TEAM | ATLASSIAN CORPORATION | $99.47 | -2.00% | -53.63% | -69.41% | $968K | 0.35% | −98,319 | −87.4% |
Source: SEC EDGAR · accession 0001405086-26-000321. 13F discloses long positions only — shorts, foreign equities, and options are excluded.