Arthedge Capital Management, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Arthedge Capital Management, LLC reported 9 stock positions worth $148.2 million. Its top holding was Global-E Online (GLBE) at 16.1% of the portfolio, followed by Shopify Class A (SHOP, 16.0%) and Amazon.com (AMZN, 14.9%). Compared with Q2 2025, it added to 2 and reduced 3. The biggest buy was Global-E Online (GLBE, shares +11%) and the biggest sale Amazon.com (AMZN, shares −12%).

Most Recent 13F
Q2 2026
Location
JERICHO, NY
CIK
0001846503
Portfolio Value
$148.2M (Q3 2025)
SEC Filing
0001214659-25-016613 ↗ filed Nov 14, 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 Q1 2025 Q2 2025: $144.8M Q2 2025 Q3 2025: $148.2M $148.2M Q3 2025 Q4 2025: $137.2M Q4 2025 Q1 2026: $99.3M Q1 2026 Q2 2026: $115.2M Q2 2026

Holdings 9 stocks · $148.2M
GLBE Global-E Online Ltd. 16.14% 668,991 $23.9M Add +10.8%
SHOP Shopify Inc. Class A 16.04% 160,000 $23.8M Reduce -14.9%
AMZN Amazon.com Inc. 14.86% 100,300 $22.0M Reduce -12.0%
CRWD CrowdStrike Holdings Inc. Class A 12.15% 36,730 $18.0M Reduce -9.8%
SNOW Snowflake Inc. 9.76% 64,100 $14.5M No change
DUOL Duolingo 9.62% 44,300 $14.3M Add +37.6%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 8.05% 243,300 $11.9M No change
QS Quantumscape Corp. 7.05% 848,000 $10.4M No change
MDB Mongodb Inc. 6.33% 30,200 $9.4M No change

Options reported separately and not counted above: GLBE calls ($5.0M), INTC calls ($4.4M).

Portfolio Sells Q2 2025 → Q3 2025
AMZN Amazon.com Inc. Reduce -12.0% 14.86% −2.41
CRWD CrowdStrike Holdings Inc. Class A Reduce -9.8% 12.15% −2.17
SHOP Shopify Inc. Class A Reduce -14.9% 16.04% +1.07

Portfolio Buys Q2 2025 → Q3 2025
GLBE Global-E Online Ltd. Add +10.8% 16.14% +2.15
DUOL Duolingo Add +37.6% 9.62% +0.50

Options Activity Q2 2025 → Q3 2025
INTC Intel Corp. call Reduce -87.9% 130,000 $4.4M

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