Arthedge Capital Management, LLC — 13F Holdings & Portfolio
CIK 1846503 · latest 13F-HR filed 2026-05-15
Arthedge Capital Management, LLC manages $115.5M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GLBE (17.20%), AMZN (16.20%), SHOP (15.06%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 9.
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.
$115.5M
Long-equity book
11
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −0 / ↑0 / ↓9
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- GLOBAL E ONLINE LTD-$6.4M -24.5%
- SHOPIFY INC-$6.2M -26.3%
- DUOLINGO INC-$5.8M -43.8%
- MONGODB INC-$4.5M -41.7%
- SNOWFLAKE INC-$3.8M -31.2%
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 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $19.9M | 17.20% | 643,991 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $18.7M | 16.20% | 89,860 | SH |
| 3 | SHOPIFY INC | SHOP | 82509L107 | $17.4M | 15.06% | 146,600 | SH |
| 4 | INTEL CORP Call | INTC | 458140100 | $11.9M | 10.32% | 270,000 | SH |
| 5 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $10.4M | 9.04% | 26,730 | SH |
| 6 | SNOWFLAKE INC | SNOW | 833445109 | $8.3M | 7.17% | 54,900 | SH |
| 7 | DUOLINGO INC | DUOL | 26603R106 | $7.4M | 6.38% | 74,800 | SH |
| 8 | MONGODB INC | MDB | 60937P106 | $6.3M | 5.43% | 25,600 | SH |
| 9 | THE TRADE DESK INC | TTD | 88339J105 | $5.5M | 4.78% | 243,300 | SH |
| 10 | QUANTUMSCAPE CORP | QS | 74767V109 | $5.4M | 4.68% | 848,000 | SH |
| 11 | GLOBAL E ONLINE LTD Call | GLBE | M5216V106 | $4.3M | 3.74% | 140,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |