13F HOLDINGS REPORT
Arthedge Capital Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001214659-23-011277
Total Value
$121.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | THE TRADE DESK INC | 88339J105 | 296,000 | $22.9M | 18.75% |
| 2 | AMAZON COM INC | AMZN | 114,000 | $14.9M | 12.19% |
| 3 | CROWDSTRIKE HLDGS INC | CRWD | 100,600 | $14.8M | 12.12% |
| 4 | MONGODB INC | MDB | 30,200 | $12.4M | 10.18% |
| 5 | SHOPIFY INC | SHOP | 188,000 | $12.1M | 9.96% |
| 6 | SNOWFLAKE INC | SNOW | 64,100 | $11.3M | 9.25% |
| 7 | GLOBAL E ONLINE LTD | GLBE | 263,263 | $10.8M | 8.84% |
| 8 | DATADOG INC | DDOG | 60,380 | $5.9M | 4.87% |
| 9 | TWILIO INC | TWLO | 88,690 | $5.6M | 4.63% |
| 10 | BILL HOLDINGS INC | BILL | 39,400 | $4.6M | 3.78% |
| 11 | COURSERA INC | COUR | 304,150 | $4.0M | 3.25% |
| 12 | QUANTUMSCAPE CORP | QS | 331,000 | $2.6M | 2.17% |