Arohi Asset Management PTE
SINGAPORE, U0files as Arohi Asset Management PTE Ltd.
$273m in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 13.7% of the portfolio this quarter.
Value
$273m
Stocks
7
Top 10 share
100.0%
Turnover
13.7%
What changed this quarter
New
Bought for the first time this quarter.
- NvidiaNVDA2.8% of the fund
- Micron TechnologyMU1.5% of the fund
- Credo Technology Group HoldingCRDO0.5% of the fund
Added
Bought more of a stock they already held.
- SeaSE46.0% of the fund+4%
Cut
Sold some of their stake.
- Global-E OnlineGLBE39.5% of the fund-15%
- Unity SoftwareU5.5% of the fund-8%
- ToastTOST4.2% of the fund-21%
Sold out
Sold their entire stake.
- Amazon.comAMZN-100%
- MakeMyTripMMYT-100%
- AtlassianTEAM-100%
Holdings
- SeaSE
- Share
- 46.0%
- Value
- $126m
- Shares
- 1,311,760
+4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| SeaSE | 46.0% | $126m | 1,311,760 | +4% |
| Global-E OnlineGLBE | 39.5% | $108m | 3,110,799 | -15% |
| Unity SoftwareU | 5.5% | $15m | 521,360 | -8% |
| ToastTOST | 4.2% | $12m | 415,737 | -21% |
| NvidiaNVDA | 2.8% | $8m | 38,524 | New |
| Micron TechnologyMU | 1.5% | $4m | 3,482 | New |
| Credo Technology Group HoldingCRDO | 0.5% | $1m | 4,794 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 26.6% since 30 June 2025.
Where the money is
Technology49.8%
Financial services4.2%
Other46.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.