2026 Q2 Portfolio Activity
In 2026 Q2, Arohi Asset Management PTE Ltd. maintained a portfolio of 10 distinct positions. The most significant new addition was NVIDIA CORPORATION, now representing 2.82% of the total fund value. Conversely, Arohi Asset Management PTE Ltd. completely exited their position in AMAZON COM INC.
Position History
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Total Positions
10
Quarter
2026 Q2
Top Holding
SE (46.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Arohi Asset Management PTE Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SE
SEA LTD
|
Consumer Cyclical | 46.01% | 38.00% |
#1
1
Prev: #2
|
6.5 |
—
|
47,738 | 3.8% |
P
S
|
1,311,760 | $125,705,961 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 39.54% | 40.92% |
#2
1
Prev: #1
|
6.0 |
—
|
-543,305 | -14.9% |
P
S
|
3,110,799 | $108,038,049 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
U
UNITY SOFTWARE ...
|
Technology | 5.45% | 4.53% |
#3
3
Prev: #6
|
3.7 |
—
|
-48,056 | -8.4% |
P
S
|
521,360 | $14,900,469 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TOST
TOAST INC
|
Technology | 4.23% | 5.09% |
#4
1
Prev: #5
|
2.2 |
—
|
-113,003 | -21.4% |
P
S
|
415,737 | $11,565,803 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.82% | — |
#5
Prev: #—
|
5.1 |
—
|
38,524 | — |
NEW
|
38,524 | $7,708,267 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.47% | — |
#6
Prev: #—
|
4.1 |
—
|
3,482 | — |
NEW
|
3,482 | $4,019,238 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRDO
CREDO TECHNOLOG...
|
Technology | 0.48% | — |
#7
Prev: #—
|
3.7 |
—
|
4,794 | — |
NEW
|
4,794 | $1,303,728 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TEAM
ATLASSIAN CORPO...
|
Technology | 0.00% | 0.35% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-14,182 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MMYT
MAKEMYTRIP LIMI...
|
Consumer Cyclical | 0.00% | 5.55% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-410,100 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.00% | 5.56% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-73,524 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings