Arthedge Capital Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Arthedge Capital Management, LLC reported 9 stock positions worth $137.2 million. Its top holding was Global-E Online (GLBE) at 19.2% of the portfolio, followed by Shopify Class A (SHOP, 17.2%) and Amazon.com (AMZN, 15.1%). Compared with Q3 2025, it added to 1 and reduced 5. The biggest buy was Duolingo (DUOL, shares +69%) and the biggest sale CrowdStrike Class A (CRWD, shares −27%).

Most Recent 13F
Q2 2026
Location
JERICHO, NY
CIK
0001846503
Portfolio Value
$137.2M (Q4 2025)
SEC Filing
0001214659-26-001956 ↗ filed Feb 17, 2026

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 Q3 2025 Q4 2025: $137.2M $137.2M Q4 2025 Q1 2026: $99.3M Q1 2026 Q2 2026: $115.2M Q2 2026

Holdings 9 stocks · $137.2M
GLBE Global-E Online Ltd. 19.17% 668,991 $26.3M No change
SHOP Shopify Inc. Class A 17.21% 146,600 $23.6M Reduce -8.4%
AMZN Amazon.com Inc. 15.12% 89,860 $20.7M Reduce -10.4%
DUOL Duolingo 9.57% 74,800 $13.1M Add +68.8%
CRWD CrowdStrike Holdings Inc. Class A 9.14% 26,730 $12.5M Reduce -27.2%
SNOW Snowflake Inc. 8.78% 54,900 $12.0M Reduce -14.3%
MDB Mongodb Inc. 7.83% 25,600 $10.7M Reduce -15.2%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 6.73% 243,300 $9.2M No change
QS Quantumscape Corp. 6.44% 848,000 $8.8M No change

Options reported separately and not counted above: INTC calls ($10.0M), GLBE calls ($5.5M).

Portfolio Sells Q3 2025 → Q4 2025
CRWD CrowdStrike Holdings Inc. Class A Reduce -27.2% 9.14% −3.02
SNOW Snowflake Inc. Reduce -14.3% 8.78% −0.98
AMZN Amazon.com Inc. Reduce -10.4% 15.12% +0.26
SHOP Shopify Inc. Class A Reduce -8.4% 17.21% +1.16
MDB Mongodb Inc. Reduce -15.2% 7.83% +1.51

Portfolio Buys Q3 2025 → Q4 2025
DUOL Duolingo Add +68.8% 9.57% −0.05

Options Activity Q3 2025 → Q4 2025
INTC Intel Corp. call Add +107.7% 270,000 $10.0M

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