Arthedge Capital Management, LLC — 13F Holdings & Portfolio
CIK 1846503 · latest 13F-HR filed 2026-08-14
Arthedge Capital Management, LLC manages $160.6M in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are INTC (15.77%), AMZN (12.60%), GLBE (12.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 1, added to 5, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
JERICHO, NY 11753
$160.6M
Long-equity book
13
Distinct positions
2026-06-30
Filed 2026-08-14
+2 / −1 / ↑5 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CROWDSTRIKE HLDGS INC$3.9M +37.8%
- SNOWFLAKE INC$2.5M +30.3%
- AMAZON COM INC$1.5M +8.1%
- DUOLINGO INC$1.2M +16.7%
- QUANTUMSCAPE CORP$1.0M +18.5%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INTEL CORP Call | INTC | 458140100 | $25.3M | 15.77% | 181,300 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $20.2M | 12.60% | 84,860 | SH |
| 3 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $19.7M | 12.29% | 568,338 | SH |
| 4 | SHOPIFY INC | SHOP | 82509L107 | $16.7M | 10.43% | 146,600 | SH |
| 5 | META PLATFORMS INC Call | META | 30303M102 | $15.2M | 9.47% | 27,000 | SH |
| 6 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $14.4M | 8.95% | 18,840 | SH |
| 7 | SNOWFLAKE INC | SNOW | 833445109 | $10.8M | 6.72% | 42,400 | SH |
| 8 | MERCADOLIBRE INC | MELI | 58733R102 | $9.1M | 5.68% | 5,372 | SH |
| 9 | DUOLINGO INC | DUOL | 26603R106 | $8.6M | 5.36% | 74,800 | SH |
| 10 | QUANTUMSCAPE CORP | QS | 74767V109 | $6.4M | 3.99% | 848,000 | SH |
| 11 | GLOBAL E ONLINE LTD Call | GLBE | M5216V106 | $4.9M | 3.03% | 140,000 | SH |
| 12 | DLOCAL LTD | DLO | G29018101 | $4.8M | 2.97% | 366,878 | SH |
| 13 | THE TRADE DESK INC | TTD | 88339J105 | $4.4M | 2.74% | 243,300 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $160.6M | 13 | 0001214659-26-010358 |
| 2026-03-31 | 2026-05-15 | $115.5M | 11 | 0001214659-26-006444 |
| 2025-12-31 | 2026-02-17 | $152.6M | 11 | 0001214659-26-001956 |
| 2025-09-30 | 2025-11-14 | $157.6M | 11 | 0001214659-25-016613 |