13F HOLDINGS REPORT
Arthedge Capital Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012206
Total Value
$157.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 114,000 | $25.0M | 15.86% |
| 2 | INTEL CORP | INTC | 1,071,200 | $24.0M | 15.21% |
| 3 | SHOPIFY INC | SHOP | 188,000 | $21.7M | 13.75% |
| 4 | CROWDSTRIKE HLDGS INC | CRWD | 40,730 | $20.7M | 13.15% |
| 5 | GLOBAL E ONLINE LTD | GLBE | 603,991 | $20.3M | 12.84% |
| 6 | SNOWFLAKE INC | SNOW | 64,100 | $14.3M | 9.09% |
| 7 | DUOLINGO INC | DUOL | 32,200 | $13.2M | 8.37% |
| 8 | MONGODB INC | MDB | 30,200 | $6.3M | 4.02% |
| 9 | QUANTUMSCAPE CORP | QS | 848,000 | $5.7M | 3.61% |
| 10 | GLOBAL E ONLINE LTD | GLBE | 140,000 | $4.7M | 2.98% |
| 11 | THE TRADE DESK INC | 88339J105 | 24,300 | $1.7M | 1.11% |