Arthedge Capital Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Arthedge Capital Management, LLC reported 10 stock positions worth $130.8 million. Its top holding was Trade Desk Inc./the Class A (TTD) at 16.8% of the portfolio, followed by Amazon.com (AMZN, 16.2%) and CrowdStrike Class A (CRWD, 15.4%). Compared with Q2 2024, it sold out of 1, added to 2 and reduced 2. The biggest buy was Coursera (COUR, shares +106%) and the biggest sale CrowdStrike Class A (CRWD, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001846503
- Portfolio Value
- $130.8M (Q3 2024)
- SEC Filing
- 0001214659-24-019117 ↗ filed Nov 14, 2024
Holdings Value
Holdings 10 stocks · $130.8M
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 16.79% | 200,200 | $22.0M | Reduce -19.8% |
| AMZN Amazon.com Inc. | 16.24% | 114,000 | $21.2M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 15.44% | 72,000 | $20.2M | Reduce -4.8% |
| GLBE Global-E Online Ltd. | 14.21% | 483,263 | $18.6M | No change |
| SHOP Shopify Inc. Class A | 11.52% | 188,000 | $15.1M | No change |
| DUOL Duolingo | 6.94% | 32,200 | $9.1M | No change |
| MDB Mongodb Inc. | 6.24% | 30,200 | $8.2M | No change |
| SNOW Snowflake Inc. | 5.63% | 64,100 | $7.4M | No change |
| COUR Coursera Inc. | 3.80% | 625,980 | $5.0M | Add +105.8% |
| QS Quantumscape Corp. | 3.18% | 723,000 | $4.2M | Add +14.6% |
Options reported separately and not counted above: INTC calls ($22.1M).
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
Options Activity Q2 2024 → Q3 2024
| INTC Intel Corp. | call | Add +59.2% | 941,200 | $22.1M |
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 |