Arthedge Capital Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Arthedge Capital Management, LLC reported 10 stock positions worth $150.2 million. Its top holding was Global-E Online (GLBE) at 17.5% of the portfolio, followed by Amazon.com (AMZN, 16.6%) and CrowdStrike Class A (CRWD, 16.4%). Compared with Q3 2024, it reduced 1. The biggest sale was Trade Desk Inc./the Class A (TTD, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001846503
- Portfolio Value
- $150.2M (Q4 2024)
- SEC Filing
- 0001214659-25-002822 ↗ filed Feb 14, 2025
Holdings Value
Holdings 10 stocks · $150.2M
| GLBE Global-E Online Ltd. | 17.54% | 483,263 | $26.4M | No change |
| AMZN Amazon.com Inc. | 16.65% | 114,000 | $25.0M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 16.40% | 72,000 | $24.6M | No change |
| SHOP Shopify Inc. Class A | 13.31% | 188,000 | $20.0M | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 11.84% | 151,300 | $17.8M | Reduce -24.4% |
| DUOL Duolingo | 6.95% | 32,200 | $10.4M | No change |
| SNOW Snowflake Inc. | 6.59% | 64,100 | $9.9M | No change |
| MDB Mongodb Inc. | 4.68% | 30,200 | $7.0M | No change |
| COUR Coursera Inc. | 3.54% | 625,980 | $5.3M | No change |
| QS Quantumscape Corp. | 2.50% | 723,000 | $3.8M | No change |
Options reported separately and not counted above: INTC calls ($18.9M).
Portfolio Sells Q3 2024 → Q4 2024
| TTD Trade Desk Inc./the Class A | Reduce -24.4% | 11.84% | −4.95 |
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
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 |