Arohi Asset Management PTE Ltd.
Net seller this quarter
$273M
7
-$46.3M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SE | $126M | 46.01% | 0.74% | +3.8% | Q4 2023 |
 GLBE | $108M | 39.54% | 1.84% | -14.9% | Q2 2024 |
 U | $14.9M | 5.45% | 0.12% | -8.4% | Q4 2025 |
 TOST | $11.6M | 4.23% | 0.19% | -21.4% | Q4 2025 |
 NVDA | $7.71M | 2.82% | 0.00% | New | Q2 2026 |
 MU | $4.02M | 1.47% | 0.00% | New | Q2 2026 |
 CRDO | $1.3M | 0.48% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| GLBE | $113M | 40.92% | 2.16% | -3.3% | Q2 2024 |
| SE | $105M | 38.00% | 0.72% | +11.7% | Q4 2023 |
 AMZN | $15.3M | 5.56% | 0.00% | +50.0% | Q4 2025 |
 MMYT | $15.3M | 5.55% | Not reported | New | Q1 2026 |
| TOST | $14M | 5.09% | 0.24% | +118.9% | Q4 2025 |
| U | $12.5M | 4.53% | 0.13% | +1038.8% | Q4 2025 |
 TEAM | $968K | 0.35% | Not reported | -87.4% | Q4 2023 |
| Q4 2025 | |||||
| GLBE | $149M | 44.58% | 2.24% | +0.6% | Q2 2024 |
| SE | $144M | 43.32% | 0.64% | -9.6% | Q4 2023 |
| TEAM | $18.2M | 5.47% | Not reported | +7.9% | Q4 2023 |
| AMZN | $11.3M | 3.39% | 0.00% | New | Q4 2025 |
| TOST | $8.58M | 2.57% | 0.11% | New | Q4 2025 |
| U | $2.21M | 0.66% | 0.01% | New | Q4 2025 |
| Q3 2025 | |||||
| SE | $224M | 56.58% | 0.71% | -13.9% | Q4 2023 |
| GLBE | $134M | 33.99% | 2.22% | +33.1% | Q2 2024 |
 DV | $20.6M | 5.21% | 1.07% | +49.4% | Q2 2025 |
| TEAM | $16.7M | 4.21% | Not reported | +83.5% | Q4 2023 |