Arthedge Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Arthedge Capital Management, LLC reported 9 stock positions worth $99.3 million. Its top holding was Global-E Online (GLBE) at 20.0% of the portfolio, followed by Amazon.com (AMZN, 18.9%) and Shopify Class A (SHOP, 17.5%). Compared with Q4 2025, it reduced 1. The biggest sale was Global-E Online (GLBE, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001846503
- Portfolio Value
- $99.3M (Q1 2026)
- SEC Filing
- 0001214659-26-006444 ↗ filed May 15, 2026
Holdings Value
Holdings 9 stocks · $99.3M
| GLBE Global-E Online Ltd. | 20.02% | 643,991 | $19.9M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 18.86% | 89,860 | $18.7M | No change |
| SHOP Shopify Inc. Class A | 17.52% | 146,600 | $17.4M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 10.51% | 26,730 | $10.4M | No change |
| SNOW Snowflake Inc. | 8.34% | 54,900 | $8.3M | No change |
| DUOL Duolingo | 7.43% | 74,800 | $7.4M | No change |
| MDB Mongodb Inc. | 6.31% | 25,600 | $6.3M | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 5.56% | 243,300 | $5.5M | No change |
| QS Quantumscape Corp. | 5.45% | 848,000 | $5.4M | No change |
Options reported separately and not counted above: INTC calls ($11.9M), GLBE calls ($4.3M).
Portfolio Sells Q4 2025 → Q1 2026
| GLBE Global-E Online Ltd. | Reduce -3.7% | 20.02% | +0.84 |
Portfolio Buys Q4 2025 → Q1 2026
| 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 |