Arthedge Capital Management, LLC

CIK: 0001846503SEC EDGAR →

Portfolio Value

$152.6B

Holdings

10

As of

Q4 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
GLBECall

GLOBAL E ONLINE LTD

808,991$31.8B
20.84%
2

SHOPIFY INC

146,600$23.6B
15.46%
3

AMAZON COM INC

89,860$20.7B
13.59%
4

DUOLINGO INC

74,800$13.1B
8.60%
5

CROWDSTRIKE HLDGS INC

26,730$12.5B
8.21%
6

SNOWFLAKE INC

54,900$12.0B
7.89%
7

MONGODB INC

25,600$10.7B
7.04%
8
INTCCall

INTEL CORP

270,000$10.0B
6.53%
9

THE TRADE DESK INC

243,300$9.2B
6.05%
10

QUANTUMSCAPE CORP

848,000$8.8B
5.79%

Quarterly Changes

Top Buys

INTC↑ Increased
$5.6B
DUOL↑ Increased
$1.1B

Top Sells

CRWD↓ Decreased
$5.5B
SNOW↓ Decreased
$2.4B
MDB↓ Decreased
$1.4B
AMZN↓ Decreased
$1.3B
SHOP↓ Decreased
$179.6M

Sector Breakdown

Sector# HoldingsValue%
Technology7$91.2B59.8%
Consumer Cyclical3$61.4B40.2%