Arohi Asset Management PTE Ltd. — 13F holdings

Arohi Asset Management PTE Ltd. reported 7 holdings worth $273M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SE SEA LTD — $126M (46.0%)
2. GLBE GLOBAL E ONLINE LTD — $108M (39.5%)
3. U UNITY SOFTWARE INC — $14.9M (5.5%)
4. TOST TOAST INC — $11.6M (4.2%)
5. NVDA NVIDIA CORPORATION — $7.71M (2.8%)
6. MU MICRON TECHNOLOGY INC — $4.02M (1.5%)
7. CRDO CREDO TECHNOLOGY GROUP HOLDI — $1.30M (0.5%)