Arthedge Capital Management, LLC 13F Holdings
CIK 0001846503 · NEW HYDE PARK, NY
As of Sep 30, 2025, Arthedge Capital Management, LLC reported 10 positions worth
CIK 0001846503 · NEW HYDE PARK, NY
As of Sep 30, 2025, Arthedge Capital Management, LLC reported 10 positions worth
57.6M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| GLOBAL-E ONLINE LTD | GLBE | Consumer Cyclical | 808,991 | $28.9M | 18.36% |
| SHOPIFY INC | SHOP | Technology | 160,000 | $23.8M | 15.09% |
| AMAZON.COM INC | AMZN | Equity | 100,300 | $22.0M | 13.98% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 36,730 | 8.0M | 11.43% |
| SNOWFLAKE INC | SNOW | Technology | 64,100 | 4.5M | 9.18% |
| DUOLINGO INC | DUOL | Technology | 44,300 | 4.3M | 9.05% |
| TRADE DESK INC | TTD | Technology | 243,300 | 1.9M | 7.57% |
| QUANTUMSCAPE CORP | QS | Consumer Cyclical | 848,000 | 0.4M | 6.63% |
| MONGODB INC | MDB | Technology | 30,200 | $9.4M | 5.95% |
| INTEL CORP | INTC | Technology | 130,000 | $4.4M | 2.77% |