13F HOLDINGS REPORT
Arthedge Capital Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001214659-26-001956
Total Value
$152.6M
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 | $26.3M | 17.23% |
| 2 | SHOPIFY INC | SHOP | 146,600 | $23.6M | 15.46% |
| 3 | AMAZON COM INC | AMZN | 89,860 | $20.7M | 13.59% |
| 4 | DUOLINGO INC | DUOL | 74,800 | $13.1M | 8.60% |
| 5 | CROWDSTRIKE HLDGS INC | CRWD | 26,730 | $12.5M | 8.21% |
| 6 | SNOWFLAKE INC | SNOW | 54,900 | $12.0M | 7.89% |
| 7 | MONGODB INC | MDB | 25,600 | $10.7M | 7.04% |
| 8 | INTEL CORP | INTC | 270,000 | $10.0M | 6.53% |
| 9 | THE TRADE DESK INC | 88339J105 | 243,300 | $9.2M | 6.05% |
| 10 | QUANTUMSCAPE CORP | QS | 848,000 | $8.8M | 5.79% |
| 11 | GLOBAL E ONLINE LTD | GLBE | 140,000 | $5.5M | 3.61% |