13F HOLDINGS REPORT
Arthedge Capital Management, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001214659-23-015111
Total Value
$118.2M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | THE TRADE DESK INC | 88339J105 | 249,500 | $19.5M | 16.49% |
| 2 | CROWDSTRIKE HLDGS INC | CRWD | 100,600 | $16.8M | 14.24% |
| 3 | AMAZON COM INC | AMZN | 114,000 | $14.5M | 12.26% |
| 4 | GLOBAL E ONLINE LTD | GLBE | 263,263 | $10.5M | 8.85% |
| 5 | MONGODB INC | MDB | 30,200 | $10.4M | 8.83% |
| 6 | SHOPIFY INC | SHOP | 188,000 | $10.3M | 8.68% |
| 7 | SNOWFLAKE INC | SNOW | 64,100 | $9.8M | 8.28% |
| 8 | COURSERA INC | COUR | 304,150 | $5.7M | 4.81% |
| 9 | TWILIO INC | TWLO | 88,690 | $5.2M | 4.39% |
| 10 | DUOLINGO INC | DUOL | 26,700 | $4.4M | 3.75% |
| 11 | BILL HOLDINGS INC | BILL | 39,400 | $4.3M | 3.62% |
| 12 | DATADOG INC | DDOG | 42,480 | $3.9M | 3.27% |
| 13 | QUANTUMSCAPE CORP | QS | 447,000 | $3.0M | 2.53% |