Arthedge Capital Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Arthedge Capital Management, LLC reported 11 stock positions worth $134.3 million. Its top holding was CrowdStrike Class A (CRWD) at 21.6% of the portfolio, followed by Trade Desk Inc./the Class A (TTD, 18.1%) and Amazon.com (AMZN, 16.4%). Compared with Q1 2024, it added to 2 and reduced 1. The biggest buy was Global-E Online (GLBE, shares +10%) and the biggest sale Twilio Class A (TWLO, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001846503
- Portfolio Value
- $134.3M (Q2 2024)
- SEC Filing
- 0001214659-24-014663 ↗ filed Aug 14, 2024
Holdings Value
Holdings 11 stocks · $134.3M
| CRWD CrowdStrike Holdings Inc. Class A | 21.57% | 75,600 | $29.0M | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 18.15% | 249,500 | $24.4M | No change |
| AMZN Amazon.com Inc. | 16.41% | 114,000 | $22.0M | No change |
| GLBE Global-E Online Ltd. | 13.05% | 483,263 | $17.5M | Add +9.8% |
| SHOP Shopify Inc. Class A | 9.25% | 188,000 | $12.4M | No change |
| SNOW Snowflake Inc. | 6.45% | 64,100 | $8.7M | No change |
| MDB Mongodb Inc. | 5.62% | 30,200 | $7.5M | No change |
| DUOL Duolingo | 5.00% | 32,200 | $6.7M | Add +20.6% |
| QS Quantumscape Corp. | 2.31% | 631,000 | $3.1M | No change |
| COUR Coursera Inc. | 1.62% | 304,150 | $2.2M | No change |
| TWLO Twilio Inc. Class A | 0.57% | 13,390 | $761K | Reduce -84.9% |
Options reported separately and not counted above: INTC calls ($18.3M).
Portfolio Sells Q1 2024 → Q2 2024
| TWLO Twilio Inc. Class A | Reduce -84.9% | 0.57% | −3.37 |
Portfolio Buys Q1 2024 → Q2 2024
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 |