Arohi-Asset-Management-Pte

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "GLBE",
  "TEAM",
  "FTNT"
]

13F-HR • 2025-03-31

Data Enrichment

100% identified

4 identified0 unidentified

Holdings

Manager:

4 positions • $297.9M total value

Manager:

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Sea Ltd

Shares:1.4M

Value:$184.2M

% of Portfolio:61.8% ($184.2M/$297.9M)

Global-E Online Ltd.

Shares:1.5M

Value:$52.7M

% of Portfolio:17.7% ($52.7M/$297.9M)

Atlassian Corp

Shares:242.2K

Value:$51.4M

% of Portfolio:17.3% ($51.4M/$297.9M)

Fortinet, Inc.

Shares:99.9K

Value:$9.6M

% of Portfolio:3.2% ($9.6M/$297.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Sea Ltd(SEcusip81141R100)	1.4M	QoQ -24.17% (-450.2K) YoY -41.89% (-1.0M)	All Managers (Combined)	$184.2M	61.8% ($184.2M/$297.9M)	QoQ -6.75% (-$13.3M) YoY +41.15% (-$53.7M)
Global-E Online Ltd.(GLBEcusipM5216V106)	1.5M	QoQ +130.46% (+836.5K) YoY NEW(+1.5M)	All Managers (Combined)	$52.7M	17.7% ($52.7M/$297.9M)	QoQ +50.66% (+$17.7M) YoY NEW(+$52.7M)
Atlassian Corp(TEAMcusip049468101)	242.2K	QoQ -45.71% (-204.0K) YoY -51.27% (-254.9K)	All Managers (Combined)	$51.4M	17.3% ($51.4M/$297.9M)	QoQ -52.66% (-$57.2M) YoY -47.00% (-$45.6M)
Fortinet, Inc.(FTNTcusip34959E109)	99.9K	QoQ 0.00% (+0) YoY +119.68% (+54.4K)	All Managers (Combined)	$9.6M	3.2% ($9.6M/$297.9M)	QoQ +1.88% (+$177.7K) YoY +209.57% (+$6.5M)