Arohi Asset Management PTE Ltd. holds a concentrated book of 7 stocks worth $275.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened MAKEMYTRIP LIMITED MAURITIUS and trimmed GLOBAL E ONLINE LTD. Their largest long position is GLOBAL E ONLINE LTD at 41% of the equity book.
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Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Global E Online Ltd SHS | $112.7M | 3.65M | 40.9% | ▼−3.3% Reduced · −126K sh | |
| 2 | Sea Ltd SPONSORD ADS | $104.7M | 1.26M | 38.0% | ▲+12% Added · +132K sh | |
| 3 | Amazon Com Inc COM | $15.3M | 73.5K | 5.6% | ▲+50% Added · +25K sh | |
| 4 | Makemytrip Limited Mauritius SHS | $15.3M | 410.1K | 5.6% | ▲New New position | |
| 5 | Toast Inc CL A | $14.0M | 528.7K | 5.1% | ▲+119% Added · +287K sh | |
| 6 | Unity Software Inc COM | $12.5M | 569.4K | 4.5% | ▲11× Added · +519K sh | |
| 7 | Atlassian Corporation CL A | $968K | 14.2K | 0.4% | ▼−87% Reduced · −98K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 7 | $275.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 6 | $333.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 4 | $395.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 6 | $372.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 4 | $297.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 5 | $366.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 5 | $303.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Nov 14, 2024 | 4 | $243.2M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Nov 14, 2024 | 3 | $230.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Nov 14, 2024 | 2 | $208.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.