Arthedge Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed September 15, 2025), Arthedge Capital Management, LLC reported 9 stock positions worth $144.8 million. Its top holding was Amazon.com (AMZN) at 17.3% of the portfolio, followed by Shopify Class A (SHOP, 15.0%) and CrowdStrike Class A (CRWD, 14.3%). Compared with Q1 2025, it sold out of 1, added to 3 and reduced 1. The biggest buy was Trade Desk Inc./the Class A (TTD, shares +61%) and the biggest sale CrowdStrike Class A (CRWD, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001846503
- Portfolio Value
- $144.8M (Q2 2025)
- SEC Filing
- 0001214659-25-013750 ↗ filed Sep 15, 2025
Holdings Value
Holdings 9 stocks · $144.8M
| AMZN Amazon.com Inc. | 17.27% | 114,000 | $25.0M | No change |
| SHOP Shopify Inc. Class A | 14.98% | 188,000 | $21.7M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 14.33% | 40,730 | $20.7M | Reduce -43.4% |
| GLBE Global-E Online Ltd. | 13.99% | 603,991 | $20.3M | Add +25.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 12.10% | 243,300 | $17.5M | Add +60.8% |
| SNOW Snowflake Inc. | 9.91% | 64,100 | $14.3M | No change |
| DUOL Duolingo | 9.12% | 32,200 | $13.2M | No change |
| MDB Mongodb Inc. | 4.38% | 30,200 | $6.3M | No change |
| QS Quantumscape Corp. | 3.94% | 848,000 | $5.7M | Add +17.3% |
Options reported separately and not counted above: INTC calls ($24.0M), GLBE calls ($4.7M).
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
Options Activity Q1 2025 → Q2 2025
| INTC Intel Corp. | call | Add +13.8% | 1,071,200 | $24.0M |
| NVO Novo-Nordisk A/S-Spons ADR | call | Sold out | 90,000 | $6.2Mbefore 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 |