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Arthedge Capital Management, LLC Top Holdings and 13F Report (2026)

About Arthedge Capital Management, LLC

Investment Activity

  • Arthedge Capital Management, LLC has $115.49 million in total holdings as of March 31, 2026.
  • Arthedge Capital Management, LLC owns shares of 10 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • About 0.67% of the portfolio was sold this quarter.
  • This quarter, Arthedge Capital Management, LLC has purchased 10 new stocks and bought additional shares in 0 stocks.
  • Arthedge Capital Management, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

Global-e Online
$24,186,122
Amazon.com
$18,715,142
SHOPIFY INC
$17,389,692
Intel
$11,915,100
CrowdStrike
$10,435,659

Largest Sales this Quarter

Global-e Online
25,000 shares (about $771.25K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofArthedge Capital Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Global-e Online Ltd. stock logo
GLBE
Global-e Online
$24,186,122$771,250 â–¼-3.1%783,99120.9%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$18,715,1420.0%89,86016.2%Retail/Wholesale
SHOPIFY INC
$17,389,6920.0%146,60015.1%CL A SUB VTG SHS
Intel Corporation stock logo
INTC
Intel
$11,915,1000.0%270,00010.3%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$10,435,6590.0%26,7309.0%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$8,280,0180.0%54,9007.2%Computer and Technology
DUOLINGO INC
$7,373,0360.0%74,8006.4%CL A COM
MongoDB, Inc. stock logo
MDB
MongoDB
$6,266,1120.0%25,6005.4%Computer and Technology
The Trade Desk stock logo
TTD
Trade Desk
$5,520,4770.0%243,3004.8%Computer and Technology
QuantumScape Corporation stock logo
QS
QuantumScape
$5,410,2400.0%848,0004.7%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data