Arthedge Capital Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Arthedge Capital Management, LLC reported 11 stock positions worth $137.9 million. Its top holding was CrowdStrike Class A (CRWD) at 17.6% of the portfolio, followed by Trade Desk Inc./the Class A (TTD, 15.8%) and Amazon.com (AMZN, 14.9%). Compared with Q4 2023, it added to 1 and reduced 1. The biggest buy was Global-E Online (GLBE, shares +52%) and the biggest sale CrowdStrike Class A (CRWD, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001846503
- Portfolio Value
- $137.9M (Q1 2024)
- SEC Filing
- 0001214659-24-009289 ↗ filed May 15, 2024
Holdings Value
Holdings 11 stocks · $137.9M
| CRWD CrowdStrike Holdings Inc. Class A | 17.58% | 75,600 | $24.2M | Reduce -24.9% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 15.82% | 249,500 | $21.8M | No change |
| AMZN Amazon.com Inc. | 14.92% | 114,000 | $20.6M | No change |
| GLBE Global-E Online Ltd. | 11.61% | 440,263 | $16.0M | Add +52.5% |
| SHOP Shopify Inc. Class A | 10.52% | 188,000 | $14.5M | No change |
| MDB Mongodb Inc. | 7.86% | 30,200 | $10.8M | No change |
| SNOW Snowflake Inc. | 7.51% | 64,100 | $10.4M | No change |
| DUOL Duolingo | 4.27% | 26,700 | $5.9M | No change |
| TWLO Twilio Inc. Class A | 3.93% | 88,690 | $5.4M | No change |
| COUR Coursera Inc. | 3.09% | 304,150 | $4.3M | No change |
| QS Quantumscape Corp. | 2.88% | 631,000 | $4.0M | No change |
Options reported separately and not counted above: INTC calls ($26.1M).
Portfolio Sells Q4 2023 → Q1 2024
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -24.9% | 17.58% | −1.42 |
Portfolio Buys Q4 2023 → Q1 2024
| GLBE Global-E Online Ltd. | Add +52.5% | 11.61% | +3.15 |
Options Activity Q4 2023 → Q1 2024
| INTC Intel Corp. | call | New | 591,200 | $26.1M |
| INTEL CORP | call | Sold out | 374,000 | $18.8Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $115.2M | AMZN, GLBE, SHOP, CRWD, SNOW |
| Q1 2026 | 9 | $99.3M | GLBE, AMZN, SHOP, CRWD, SNOW |
| Q4 2025 | 9 | $137.2M | GLBE, SHOP, AMZN, DUOL, CRWD |
| Q3 2025 | 9 | $148.2M | GLBE, SHOP, AMZN, CRWD, SNOW |
| Q2 2025Amended | 9 | $144.8M | AMZN, SHOP, CRWD, GLBE, TTD |
| Q1 2025 | 10 | $122.4M | CRWD, AMZN, SHOP, GLBE, DUOL |
| Q4 2024 | 10 | $150.2M | GLBE, AMZN, CRWD, SHOP, TTD |
| Q3 2024 | 10 | $130.8M | TTD, AMZN, CRWD, GLBE, SHOP |
| Q2 2024 | 11 | $134.3M | CRWD, TTD, AMZN, GLBE, SHOP |
| Q1 2024 | 11 | $137.9M | CRWD, TTD, AMZN, GLBE, SHOP |