Arthedge Capital Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Arthedge Capital Management, LLC reported 10 stock positions worth $115.2 million. Its top holding was Amazon.com (AMZN) at 17.6% of the portfolio, followed by Global-E Online (GLBE, 17.1%) and Shopify Class A (SHOP, 14.5%). Compared with Q1 2026, it opened 2 new positions, sold out of 1 and reduced 4. The biggest buy was a new position in MercadoLibre (MELI) and the biggest sale an exit from Mongodb (MDB).

Most Recent 13F
Q2 2026
Location
JERICHO, NY
CIK
0001846503
Portfolio Value
$115.2M (Q2 2026)
SEC Filing
0001214659-26-010358 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $137.9M Q1 2024 Q2 2024: $134.3M Q2 2024 Q3 2024: $130.8M Q3 2024 Q4 2024: $150.2M Q4 2024 Q1 2025: $122.4M Q1 2025 Q2 2025: $144.8M Q2 2025 Q3 2025: $148.2M Q3 2025 Q4 2025: $137.2M Q4 2025 Q1 2026: $99.3M Q1 2026 Q2 2026: $115.2M $115.2M Q2 2026

Holdings 10 stocks · $115.2M
AMZN Amazon.com Inc. 17.56% 84,860 $20.2M Reduce -5.6%
GLBE Global-E Online Ltd. 17.14% 568,338 $19.7M Reduce -11.8%
SHOP Shopify Inc. Class A 14.53% 146,600 $16.7M No change
CRWD CrowdStrike Holdings Inc. Class A 12.48% 18,840 $14.4M Reduce -29.5%
SNOW Snowflake Inc. 9.37% 42,400 $10.8M Reduce -22.8%
MELI MercadoLibre Inc. 7.92% 5,372 $9.1M New
DUOL Duolingo 7.47% 74,800 $8.6M No change
QS Quantumscape Corp. 5.57% 848,000 $6.4M No change
DLO Dlocal Ltd. 4.14% 366,878 $4.8M New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 3.82% 243,300 $4.4M No change

Options reported separately and not counted above: INTC calls ($25.3M), META calls ($15.2M), GLBE calls ($4.9M).

Portfolio Sells Q1 2026 → Q2 2026
MDB Mongodb Inc. Sold out 0.00% −6.31
GLBE Global-E Online Ltd. Reduce -11.8% 17.14% −2.88
AMZN Amazon.com Inc. Reduce -5.6% 17.56% −1.29
SNOW Snowflake Inc. Reduce -22.8% 9.37% +1.03
CRWD CrowdStrike Holdings Inc. Class A Reduce -29.5% 12.48% +1.97

Portfolio Buys Q1 2026 → Q2 2026
MELI MercadoLibre Inc. New 7.92% +7.92
DLO Dlocal Ltd. New 4.14% +4.14

Options Activity Q1 2026 → Q2 2026
INTC Intel Corp. call Reduce -32.9% 181,300 $25.3M
META Meta Platforms Inc. Class A call New 27,000 $15.2M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$115.2MAMZN, GLBE, SHOP, CRWD, SNOW
Q1 2026 9$99.3MGLBE, AMZN, SHOP, CRWD, SNOW
Q4 2025 9$137.2MGLBE, SHOP, AMZN, DUOL, CRWD
Q3 2025 9$148.2MGLBE, SHOP, AMZN, CRWD, SNOW
Q2 2025Amended 9$144.8MAMZN, SHOP, CRWD, GLBE, TTD
Q1 2025 10$122.4MCRWD, AMZN, SHOP, GLBE, DUOL
Q4 2024 10$150.2MGLBE, AMZN, CRWD, SHOP, TTD
Q3 2024 10$130.8MTTD, AMZN, CRWD, GLBE, SHOP
Q2 2024 11$134.3MCRWD, TTD, AMZN, GLBE, SHOP
Q1 2024 11$137.9MCRWD, TTD, AMZN, GLBE, SHOP