Arohi Asset Management PTE Ltd. Diversified Active

Location: Singapore

CIK: 0002043756 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $275M (100.0% shares, 0.0% debt)

Holdings (7)

New Positions (1)

MMYT MAKEMYTRIP LIMITED MAURITIUS 5.6%

Value $15.29M Shares 410,100 Est. Cost $65.57 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MMYT	MAKEMYTRIP LIMITED MAURITIUS	410,100	$15.29M	5.6%	$65.57	0.0%	SHS	V5633W109

Increased Positions (4)

SE SEA LTD 38.0%

Value $105M (-27.5%) Shares 1,264,022 (+11.7%) Est. Cost $49.05 Unrealized —

U UNITY SOFTWARE INC 4.5%

Value $12.49M (+465.7%) Shares 569,416 (+1038.8%) Est. Cost $33.39 Unrealized -2.1%

TOST TOAST INC 5.1%

Value $14.02M (+63.4%) Shares 528,740 (+118.9%) Est. Cost $33.31 Unrealized -6.9%

AMZN AMAZON COM INC 5.6%

Value $15.31M (+35.4%) Shares 73,524 (+50.0%) Est. Cost $228.14 Unrealized -0.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SE	SEA LTD	1,264,022 (+11.7%)	$105M (-27.5%)	38.0%	$49.05	—	SPONSORD ADS	81141R100
U	UNITY SOFTWARE INC	569,416 (+1038.8%)	$12.49M (+465.7%)	4.5%	$33.39	-2.1%	COM	91332U101
TOST	TOAST INC	528,740 (+118.9%)	$14.02M (+63.4%)	5.1%	$33.31	-6.9%	CL A	888787108
AMZN	AMAZON COM INC	73,524 (+50.0%)	$15.31M (+35.4%)	5.6%	$228.14	-0.6%	COM	023135106

Decreased Positions (2)

GLBE GLOBAL E ONLINE LTD 40.9%

Value $113M (-24.1%) Shares 3,654,104 (-3.3%) Est. Cost $37.32 Unrealized -3.0%

TEAM ATLASSIAN CORPORATION 0.4%

Value $968K (-94.7%) Shares 14,182 (-87.4%) Est. Cost $186.96 Unrealized -39.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GLBE	GLOBAL E ONLINE LTD	3,654,104 (-3.3%)	$113M (-24.1%)	40.9%	$37.32	-3.0%	SHS	M5216V106
TEAM	ATLASSIAN CORPORATION	14,182 (-87.4%)	$968K (-94.7%)	0.4%	$186.96	-39.4%	CL A	049468101