Arohi Asset Management PTE portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Arohi Asset Management PTE reported a $273M portfolio of 7 positions to the SEC as of the end of Q2 2026. Its largest positions are SE, GLBE, U. During the quarter it opened NVIDIA and Micron Technology and exited Amazon.com and MakeMyTrip.
Sections with a free account
What changed this quarter
10 positions with a change (3 new, 1 added to, 3 trimmed, 3 sold). 7 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Global-E Online−15%fewer sharesReduced40.9% → 39.5%
- Amazon.com−5.6 ppof portfolioSold out5.6% → —
- MakeMyTrip−5.6 ppof portfolioSold out5.6% → —
- NVIDIA+2.8 ppof portfolioNew— → 2.8%
- Sea+3.8%more sharesIncreased38.0% → 46.0%
- Micron Technology+1.5 ppof portfolioNew— → 1.5%
- Toast−21%fewer sharesReduced5.1% → 4.2%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- SeaSE46.0%
- Global-E OnlineGLBE39.5%
- Unity SoftwareU5.5%
- ToastTOST4.2%
- NVIDIANVDA2.8%
- Micron TechnologyMU1.5%
- Credo Technology Group HoldingCRDO0.5%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 50%
- ● Consumer Discretionary 46%
- ● Financials 4%
How its portfolio changed (8 quarters)
Q2 2026: 7
Q2 2026: 100%
Q2 2026: 13.2%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Aug 11, 2026 (high confidence).
The data, as reported: AROHI ASSET MANAGEMENT PTE LTD. (CRD 160798): 7.B private funds: 4 hedge (gross assets $741M); 5.D assets by client type: pooled vehicles 65%, corporations 35% (of $1.1 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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