本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Arohi Asset Management PTE Ltd. (CIK 2043756) reported $273.2M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SE ($125.7M, 46.01%), GLBE ($108.0M, 39.54%), U ($14.9M, 5.45%), TOST ($11.6M, 4.23%), NVDA ($7.7M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | $125.7M | 46.01% | 1.3M | Added |
| 2 | GLBE | GLOBAL E ONLINE LTD | $108.0M | 39.54% | 3.1M | Trimmed |
| 3 | U | UNITY SOFTWARE INC | $14.9M | 5.45% | 521,360 | Trimmed |
| 4 | TOST | TOAST INC | $11.6M | 4.23% | 415,737 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $7.7M | 2.82% | 38,524 | New |
| 6 | MU | MICRON TECHNOLOGY INC | $4.0M | 1.47% | 3,482 | New |
| 7 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.3M | 0.48% | 4,794 | New |
| 8 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 9 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | Exited |
| 10 | TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30