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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 $160.56 million in total holdings as of June 30, 2026.
  • Arthedge Capital Management, LLC owns shares of 12 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 18.12% of the portfolio was purchased this quarter.
  • About 19.73% 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 5 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Intel
$25,314,919
Global-e Online
$24,600,579
Amazon.com
$20,225,532
SHOPIFY INC
$16,738,788
Meta Platforms
$15,208,830

Largest New Holdings this Quarter

30303M102 - Meta Platforms
$15,208,830 Holding
58733R102 - MercadoLibre
$9,118,379 Holding
G29018101 - DLocal
$4,767,580 Holding

Largest Purchases this Quarter

Meta Platforms
27,000 shares (about $15.21M)
MercadoLibre
5,372 shares (about $9.12M)
DLocal
366,878 shares (about $4.77M)

Largest Sales this Quarter

Intel
88,700 shares (about $12.39M)
CrowdStrike
7,890 shares (about $6.02M)
Snowflake
12,500 shares (about $3.18M)
Global-e Online
75,653 shares (about $2.63M)
Amazon.com
5,000 shares (about $1.19M)

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
Intel Corporation stock logo
INTC
Intel
$25,314,919$12,385,181 â–¼-32.9%181,30015.8%Technology
Global-e Online Ltd. stock logo
GLBE
Global-e Online
$24,600,579$2,627,429 â–¼-9.6%708,33815.3%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$20,225,532$1,191,700 â–¼-5.6%84,86012.6%Consumer Discretionary
SHOPIFY INC
$16,738,7880.0%146,60010.4%CL A SUB VTG SHS
Meta Platforms, Inc. stock logo
META
Meta Platforms
$15,208,830$15,208,830 â–²New Holding27,0009.5%Communication Services
CrowdStrike stock logo
CRWD
CrowdStrike
$14,377,558$6,021,175 â–¼-29.5%18,8409.0%Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$10,790,800$3,181,250 â–¼-22.8%42,4006.7%Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$9,118,379$9,118,379 â–²New Holding5,3725.7%Consumer Discretionary
DUOLINGO INC
$8,603,4960.0%74,8005.4%CL A COM
QuantumScape Corporation stock logo
QS
QuantumScape
$6,410,8800.0%848,0004.0%Consumer Discretionary
DLocal Limited stock logo
DLO
DLocal
$4,767,580$4,767,580 â–²New Holding366,8783.0%Finance
The Trade Desk stock logo
TTD
Trade Desk
$4,398,8640.0%243,3002.7%Communication Services
MongoDB, Inc. stock logo
MDB
MongoDB
$0$6,266,112 â–¼-100.0%00.0%Technology

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