Arthedge Capital Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Arthedge Capital Management, LLC reported 10 stock positions worth $122.4 million. Its top holding was CrowdStrike Class A (CRWD) at 20.7% of the portfolio, followed by Amazon.com (AMZN, 17.7%) and Shopify Class A (SHOP, 14.7%). Its holdings were unchanged from Q4 2024.

Most Recent 13F
Q2 2026
Location
JERICHO, NY
CIK
0001846503
Portfolio Value
$122.4M (Q1 2025)
SEC Filing
0001214659-25-007811 ↗ filed May 15, 2025

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 $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 Q2 2026

Holdings 10 stocks · $122.4M
CRWD CrowdStrike Holdings Inc. Class A 20.74% 72,000 $25.4M No change
AMZN Amazon.com Inc. 17.72% 114,000 $21.7M No change
SHOP Shopify Inc. Class A 14.67% 188,000 $18.0M No change
GLBE Global-E Online Ltd. 14.08% 483,263 $17.2M No change
DUOL Duolingo 8.17% 32,200 $10.0M No change
SNOW Snowflake Inc. 7.66% 64,100 $9.4M No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 6.77% 151,300 $8.3M No change
MDB Mongodb Inc. 4.33% 30,200 $5.3M No change
COUR Coursera Inc. 3.41% 625,980 $4.2M No change
QS Quantumscape Corp. 2.46% 723,000 $3.0M No change

Options reported separately and not counted above: INTC calls ($21.4M), NVO calls ($6.2M), GLBE calls ($5.0M).

Portfolio Sells Q4 2024 → Q1 2025
None this quarter.

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

Options Activity Q4 2024 → Q1 2025
NVO Novo-Nordisk A/S-Spons ADR call New 90,000 $6.2M
GLBE Global-E Online Ltd. call New 140,000 $5.0M

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