AAM
Arohi Asset Management Portfolio holdings
AUM
$372M
This Quarter Return
+13.78%
1 Year Return
+82.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$372M
AUM Growth
+$372M
(+25%)
Cap. Flow
+$37.2M
Cap. Flow
% of AUM
9.99%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
2
Increased
2
Reduced
1
Closed
–
Top Buys
| 1 |
Global E Online
GLBE
|
$45.1M |
| 2 |
DoubleVerify
DV
|
$17.2M |
| 3 |
Sea Limited
SE
|
$6.78M |
| 4 |
Trade Desk
TTD
|
$5.74M |
Top Sells
| 1 |
Atlassian
TEAM
|
$37.7M |
Sector Composition
| 1 | Consumer Discretionary | 87.9% |
| 2 | Technology | 10.56% |
| 3 | Communication Services | 1.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Sea Limited
SE
$110B
| $233M | 62.47% | 1,453,979 +42,385 | +3% | +$6.78M |
|
|
2
Global E Online
GLBE
$5.68B
| $94.7M | 25.43% | 2,822,884 +1,345,156 | +91% | +$45.1M |
|
|
3
DoubleVerify
DV
$2.66B
| $17.2M | 4.62% | +1,149,890 | New | +$17.2M |
|
|
4
Atlassian
TEAM
$46.6B
| $11.5M | 3.1% | 56,834 -185,388 | -77% | -$37.7M |
|
5
Fortinet
FTNT
$60.4B
| $10.6M | 2.84% | 99,852 | – | – |
|
|
6
Trade Desk
TTD
$26.7B
| $5.74M | 1.54% | +79,800 | New | +$5.74M |
|