13F HOLDINGS REPORT
Arthedge Capital Management, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001214659-23-007178
Total Value
$98.5M
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 | $18.0M | 18.30% |
| 2 | CROWDSTRIKE HLDGS INC | CRWD | 100,600 | $13.8M | 14.01% |
| 3 | AMAZON COM INC | AMZN | 114,000 | $11.8M | 11.95% |
| 4 | SHOPIFY INC | SHOP | 188,000 | $9.0M | 9.15% |
| 5 | SNOWFLAKE INC | SNOW | 57,100 | $8.8M | 8.94% |
| 6 | GLOBAL E ONLINE LTD | GLBE | 263,263 | $8.5M | 8.61% |
| 7 | MONGODB INC | MDB | 30,200 | $7.0M | 7.14% |
| 8 | TWILIO INC | TWLO | 88,690 | $5.9M | 6.00% |
| 9 | COURSERA INC | COUR | 304,150 | $3.5M | 3.56% |
| 10 | ELASTIC N V | ESTC | 58,600 | $3.4M | 3.44% |
| 11 | DATADOG INC | DDOG | 46,680 | $3.4M | 3.44% |
| 12 | QUANTUMSCAPE CORP | QS | 331,000 | $2.7M | 2.75% |
| 13 | BILL HOLDINGS INC | BILL | 32,900 | $2.7M | 2.71% |