13F HOLDINGS REPORT
Arthedge Capital Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001214659-25-016613
Total Value
$157.6M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 668,991 | $23.9M | 15.18% |
| 2 | SHOPIFY INC | SHOP | 160,000 | $23.8M | 15.09% |
| 3 | AMAZON COM INC | AMZN | 100,300 | $22.0M | 13.98% |
| 4 | CROWDSTRIKE HLDGS INC | CRWD | 36,730 | $18.0M | 11.43% |
| 5 | SNOWFLAKE INC | SNOW | 64,100 | $14.5M | 9.18% |
| 6 | DUOLINGO INC | DUOL | 44,300 | $14.3M | 9.05% |
| 7 | THE TRADE DESK INC | 88339J105 | 243,300 | $11.9M | 7.57% |
| 8 | QUANTUMSCAPE CORP | QS | 848,000 | $10.4M | 6.63% |
| 9 | MONGODB INC | MDB | 30,200 | $9.4M | 5.95% |
| 10 | GLOBAL E ONLINE LTD | GLBE | 140,000 | $5.0M | 3.18% |
| 11 | INTEL CORP | INTC | 130,000 | $4.4M | 2.77% |