Arohi Asset Management PTE Ltd.
SINGAPORE U0 · SEC CIK 0002043756
$2.73亿2026Q2 申报市值
7持仓数
100.0%前十大占比 · 第一大 46.0%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 新建仓+$770.83万
SE 加仓+$457.47万
MU 新建仓+$401.92万
CRDO 新建仓+$130.37万
2026Q2 卖出最多 按季末市值估算
GLBE 减仓-$1,886.90万
AMZN 清仓-$1,531.28万
MMYT 清仓-$1,529.26万
TOST 减仓-$314.37万
U 减仓-$137.34万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | $1.26亿 | 46.01% | 1,311,760 | 47,738 | 3.8% | $457.47万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $1.08亿 | 39.54% | 3,110,799 | -543,305 | -14.9% | -$1,886.90万 | 减仓 |
| U | UNITY SOFTWARE INC | $1,490.05万 | 5.45% | 521,360 | -48,056 | -8.4% | -$137.34万 | 减仓 |
| TOST | TOAST INC | $1,156.58万 | 4.23% | 415,737 | -113,003 | -21.4% | -$314.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $770.83万 | 2.82% | 38,524 | 38,524 | — | $770.83万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $401.92万 | 1.47% | 3,482 | 3,482 | — | $401.92万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $130.37万 | 0.48% | 4,794 | 4,794 | — | $130.37万 | 新建仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -73,524 | -100.0% | -$1,531.28万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -410,100 | -100.0% | -$1,529.26万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -14,182 | -100.0% | -$96.79万 | 清仓 |