13F HOLDINGS REPORT
Arthedge Capital Management, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001214659-23-002412
Total Value
$78.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | THE TRADE DESK INC | 88339J105 | 296,000 | $13.3M | 16.91% |
| 2 | CROWDSTRIKE HLDGS INC | CRWD | 100,600 | $10.6M | 13.49% |
| 3 | AMAZON COM INC | AMZN | 114,000 | $9.6M | 12.20% |
| 4 | SNOWFLAKE INC | SNOW | 57,100 | $8.2M | 10.44% |
| 5 | SHOPIFY INC | SHOP | 188,000 | $6.5M | 8.31% |
| 6 | MONGODB INC | MDB | 30,200 | $5.9M | 7.57% |
| 7 | GLOBAL E ONLINE LTD | GLBE | 263,263 | $5.4M | 6.92% |
| 8 | TWILIO INC | TWLO | 83,690 | $4.1M | 5.22% |
| 9 | COURSERA INC | COUR | 304,150 | $3.6M | 4.58% |
| 10 | DATADOG INC | DDOG | 46,680 | $3.4M | 4.37% |
| 11 | ELASTIC N V | ESTC | 58,600 | $3.0M | 3.84% |
| 12 | BILL COM HLDGS INC | BILL | 26,900 | $2.9M | 3.73% |
| 13 | QUANTUMSCAPE CORP | QS | 331,000 | $1.9M | 2.39% |