Data as of Q4 2025 (Dec 31, 2025)

Arohi Asset Management PTE Ltd.

•CIK: 2043756•Filing: Q4 2025

Arohi Asset Management PTE Ltd. manages $333M across a concentrated portfolio of six positions. The fund exhibits significant conviction in its top two holdings, allocating $148.6M to IVZ and $144.4M to SE. Remaining capital is strategically deployed across AMZN ($11.3M), TEAM1EUR ($18.2M), and TOST ($8.6M). This structure suggests a high-conviction, concentrated approach targeting specific market opportunities.

Total AUM
$333.3M
QoQ Performance
-15.7%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

GLBE
SE
TEAM1EUR
GLBE44.6%
SE43.3%
TEAM1EUR5.5%
AMZN3.4%
TOST2.6%
U0.7%

📈 Biggest Buys

AMZN
AMAZON COM INC
NEW
3.4% of portfolio
TOST
TOAST INC
NEW
2.6% of portfolio
U
UNITY SOFTWARE INC
NEW
0.7% of portfolio
TEAM1EUR
ATLASSIAN CORPORATION
+7.9%
5.5% of portfolio
GLBE
GLOBAL E ONLINE LTD
+0.6%
44.6% of portfolio

📉 Biggest Sells

SE
SEA LTD
-9.5%
43.3% of portfolio

Sector Breakdown

Other96.6%
Consumer3.4%

🚪 Exited Positionssold since Q3 2025

DV
DOUBLEVERIFY HLDGS INC
SOLD
$20.6M

Changes from Q3 2025

NEW3 new positions
↑2 increased
↓1 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024

📌 Top Holdings

GLBE44.6%
GLOBAL E ONLINE LTD
$148.6M
SE43.3%
SEA LTD
$144.4M
TEAM1EUR5.5%
ATLASSIAN CORPORATION
$18.2M
AMZN3.4%
AMAZON COM INC
$11.3M
TOST2.6%
TOAST INC
$8.6M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.