13F HOLDINGS REPORT
Arthedge Capital Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001214659-24-009289
Total Value
$164.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTEL CORP | INTC | 591,200 | $26.1M | 15.93% |
| 2 | CROWDSTRIKE HLDGS INC | CRWD | 75,600 | $24.2M | 14.78% |
| 3 | THE TRADE DESK INC | 88339J105 | 249,500 | $21.8M | 13.30% |
| 4 | AMAZON COM INC | AMZN | 114,000 | $20.6M | 12.54% |
| 5 | GLOBAL E ONLINE LTD | GLBE | 440,263 | $16.0M | 9.76% |
| 6 | SHOPIFY INC | SHOP | 188,000 | $14.5M | 8.85% |
| 7 | MONGODB INC | MDB | 30,200 | $10.8M | 6.61% |
| 8 | SNOWFLAKE INC | SNOW | 64,100 | $10.4M | 6.32% |
| 9 | DUOLINGO INC | DUOL | 26,700 | $5.9M | 3.59% |
| 10 | TWILIO INC | TWLO | 88,690 | $5.4M | 3.31% |
| 11 | COURSERA INC | COUR | 304,150 | $4.3M | 2.60% |
| 12 | QUANTUMSCAPE CORP | QS | 631,000 | $4.0M | 2.42% |