13F HOLDINGS REPORT
Arthedge Capital Management, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001214659-24-014663
Total Value
$152.6M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CROWDSTRIKE HLDGS INC | CRWD | 75,600 | $29.0M | 18.98% |
| 2 | THE TRADE DESK INC | 88339J105 | 249,500 | $24.4M | 15.97% |
| 3 | AMAZON COM INC | AMZN | 114,000 | $22.0M | 14.44% |
| 4 | INTEL CORP | INTC | 591,200 | $18.3M | 12.00% |
| 5 | GLOBAL E ONLINE LTD | GLBE | 483,263 | $17.5M | 11.49% |
| 6 | SHOPIFY INC | SHOP | 188,000 | $12.4M | 8.14% |
| 7 | SNOWFLAKE INC | SNOW | 64,100 | $8.7M | 5.67% |
| 8 | MONGODB INC | MDB | 30,200 | $7.5M | 4.95% |
| 9 | DUOLINGO INC | DUOL | 32,200 | $6.7M | 4.40% |
| 10 | QUANTUMSCAPE CORP | QS | 631,000 | $3.1M | 2.03% |
| 11 | COURSERA INC | COUR | 304,150 | $2.2M | 1.43% |
| 12 | TWILIO INC | TWLO | 13,390 | $760,686 | 0.50% |