Arohi Asset Management PTE Ltd..

AUM · $273M (13F)Positions · 7Turnover · n/a · Q2Filed · Aug 14, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$13M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	SE	SEA LTD	1.31M	$126M	46.0%	+4%
2	GLBE	GLOBAL E ONLINE LTD	3.11M	$108M	39.5%	−15%
3	U	UNITY SOFTWARE INC	521K	$15M	5.5%	−8%
4	TOST	TOAST INC	416K	$12M	4.2%	−21%
5	NVDA	NVIDIA CORPORATION	39K	$8M	2.8%	NEW
6	MU	MICRON TECHNOLOGY INC	3K	$4M	1.5%	NEW
7	CRDO	CREDO TECHNOLOGY GROUP HOLDI	5K	$1M	0.5%	NEW

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE AROHI SIGNAL

Arohi Asset Management PTE Ltd. is a Other fund managing $273 million in assets. The fund runs a focused portfolio of just 7 positions.