Arthedge Capital Management, LLC
Net seller this quarter
$161M
10
-$7.73M
71.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $20.2M | 12.60% | 0.00% | -5.6% | Q4 2020 |
 GLBE | $19.7M | 12.29% | 0.34% | -11.8% | Q2 2021 |
 SHOP | $16.7M | 10.43% | 0.04% | Not reported | Q4 2020 |
 CRWD | $14.4M | 8.95% | 0.01% | -29.5% | Q4 2020 |
 SNOW | $10.8M | 6.72% | 0.01% | -22.8% | Q2 2022 |
 MELI | $9.12M | 5.68% | 0.01% | New | Q2 2026 |
 DUOL | $8.6M | 5.36% | 0.45% | Not reported | Q3 2023 |
 QS | $6.41M | 3.99% | 0.89% | Not reported | Q1 2021 |
 DLO | $4.77M | 2.97% | 0.12% | New | Q2 2026 |
 TTD | $4.4M | 2.74% | Not reported | Not reported | Q4 2020 |
| Q1 2026 | |||||
| GLBE | $19.9M | 17.20% | 0.38% | -3.7% | Q2 2021 |
| AMZN | $18.7M | 16.20% | 0.00% | Not reported | Q4 2020 |
| SHOP | $17.4M | 15.06% | 0.04% | Not reported | Q4 2020 |
| CRWD | $10.4M | 9.04% | 0.01% | Not reported | Q4 2020 |
| SNOW | $8.28M | 7.17% | 0.02% | Not reported | Q2 2022 |
| DUOL | $7.37M | 6.38% | 0.45% | Not reported | Q3 2023 |
 MDB | $6.27M | 5.43% | 0.03% | Not reported | Q4 2020 |
| TTD | $5.52M | 4.78% | Not reported | Not reported | Q4 2020 |
| QS | $5.41M | 4.68% | 0.89% | Not reported | Q1 2021 |
| Q4 2025 | |||||
| GLBE | $26.3M | 17.23% | 0.40% | Not reported | Q2 2021 |
| SHOP | $23.6M | 15.46% | 0.04% | -8.4% | Q4 2020 |
| AMZN | $20.7M | 13.59% | 0.00% | -10.4% | Q4 2020 |
| DUOL | $13.1M | 8.60% | 0.45% | +68.9% | Q3 2023 |
| CRWD | $12.5M | 8.21% | 0.01% | -27.2% | Q4 2020 |
| SNOW | $12M | 7.89% | 0.02% | -14.4% | Q2 2022 |
| MDB | $10.7M | 7.04% | 0.03% | -15.2% | Q4 2020 |
| TTD | $9.24M | 6.05% | Not reported | Not reported | Q4 2020 |
| QS | $8.84M | 5.79% | 0.89% | Not reported | Q1 2021 |
| Q3 2025 | |||||
| GLBE | $23.9M | 15.18% | 0.40% | +10.8% | Q2 2021 |
| SHOP | $23.8M | 15.09% | 0.04% | -14.9% | Q4 2020 |
| AMZN | $22M | 13.98% | 0.00% | -12.0% | Q4 2020 |
| CRWD | $18M | 11.43% | 0.01% | -9.8% | Q4 2020 |
| SNOW | $14.5M | 9.18% | 0.02% | Not reported | Q2 2022 |
| DUOL | $14.3M | 9.05% | 0.27% | +37.6% | Q3 2023 |
| TTD | $11.9M | 7.57% | Not reported | Not reported | Q4 2020 |
| QS | $10.4M | 6.63% | 0.89% | Not reported | Q1 2021 |
| MDB | $9.37M | 5.95% | 0.04% | Not reported | Q4 2020 |