StockDriftsStockDriftsTop 7 Arohi Asset Management PTE LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | 46.01% | 1.31M | $125.7M | +3.78%(+47.74K) | $53.16(+132.00%) | 2026-06-30 | |
| GLBE | GLOBAL E ONLINE LTD | 39.54% | 3.11M | $108.0M | -14.87%(-543.30K) | $37.37(+12.24%) | 2026-06-30 | |
| U | UNITY SOFTWARE INC | 5.45% | 521.4K | $14.9M | -8.44%(-48.06K) | $33.85(+35.27%) | 2026-06-30 | |
| TOST | TOAST INC | 4.23% | 415.7K | $11.6M | -21.37%(-113.00K) | $33.29(+2.87%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.82% | 38.5K | $7.7M | new | $182.63(+23.36%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.47% | 3.5K | $4.0M | new | $738.05(+28.70%) | 2026-06-30 | |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 0.48% | 4.8K | $1.3M | new | $179.88(+47.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +52.57% |
| Top 20 Holdings Unweighted | — | — | — | — | -2.43% |
Arohi Asset Management PTE LTD reports $273.24M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are SE (46.0%), GLBE (39.5%) and U (5.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +52.57% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Arohi Asset Management PTE LTD, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Arohi Asset Management PTE LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043756). View Arohi Asset Management PTE LTD’s 13F filings on SEC