Q3 2025 · 13F-HR
Arthedge Capital Management, LLCholdings as filed
Filed 2025-11-14 · accession 0001214659-25-016613
$157.6M
Reported value
11
Positions
2025-09-30
Period end
The Brief · Arthedge Capital Management, LLC · Q3 2025
AI · grounded in 13F
Arthedge Capital Management, LLC established a new position in GLBE valued at $28.9M. The fund also initiated new stakes in SHOP for $23.8M and AMZN for $22M. Additional new positions include CRWD, SNOW, and DUOL.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $23.9M | 15.2% | 668,991 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $23.8M | 15.1% | 160,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $22.0M | 14.0% | 100,300 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $18.0M | 11.4% | 36,730 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $14.5M | 9.18% | 64,100 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $14.3M | 9.05% | 44,300 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $11.9M | 7.57% | 243,300 | Common | SOLE |
| 74767V109 | QS | QUANTUMSCAPE CORP | $10.4M | 6.63% | 848,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $9.4M | 5.95% | 30,200 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $5.0M | 3.18% | 140,000 | CALL | SOLE |
| 458140100 | INTC | INTEL CORP | $4.4M | 2.77% | 130,000 | CALL | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.