Vault-13

Arohi Asset Management PTE Ltd.

SINGAPORE, U0 · CIK 2043756 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · other (specify)

As an employer

$273.2m reported value -0.8% vs Q1 2026
7positions
100.0%in top 10
3 new 1 added 3 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 SEA LTD SPONSORD ADS SE SE 1,311,760 $125.7m46.01% 46.01% AddedShares held: Q3 2025 1.3m, Q4 2025 1.1m, Q1 2026 1.3m, Q2 2026 1.3m +47.7k +47,738 3.8%
2 GLOBAL E ONLINE LTD SHS GLBE GLBE 3,110,799 $108.0m39.54% 39.54% ReducedShares held: Q3 2025 3.8m, Q4 2025 3.8m, Q1 2026 3.7m, Q2 2026 3.1m -543.3k -543,305 -14.9%
3 UNITY SOFTWARE INC COM U U 521,360 $14.9m5.45% 5.45% ReducedShares held: Q3 2025 0, Q4 2025 50.0k, Q1 2026 569.4k, Q2 2026 521.4k -48.1k -48,056 -8.4%
4 TOAST INC CL A TOST TOST 415,737 $11.6m4.23% 4.23% ReducedShares held: Q3 2025 0, Q4 2025 241.5k, Q1 2026 528.7k, Q2 2026 415.7k -113.0k -113,003 -21.4%
5 NVIDIA CORPORATION COM NVDA NVDA 38,524 $7.7m2.82% 2.82% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 38.5k
6 MICRON TECHNOLOGY INC COM MU MU 3,482 $4.0m1.47% 1.47% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.5k
7 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO CRDO 4,794 $1.3m0.48% 0.48% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 4.8k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
AMAZON COM INC AMZN AMZN 73,524 $15.3m73.5k shares
MAKEMYTRIP LIMITED MAURITIUS MMYT MMYT 410,100 $15.3m410.1k shares
ATLASSIAN CORPORATION TEAM TEAM 14,182 $967.9k14.2k shares