Arthedge Capital Management, LLC 13F Holdings · Q2 2026
Arthedge Capital Management, LLC reported 10 securities worth $160.56M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: INTC (15.77%), GLBE (15.32%), AMZN (12.60%). Among its top 25 positions this quarter: 3 new, 5 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | $25.3M | 15.77% | 181,300 | Trimmed |
| 2 | GLBE | GLOBAL E ONLINE LTD | $24.6M | 15.32% | 708,338 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $20.2M | 12.60% | 84,860 | Trimmed |
| 4 | SHOP | SHOPIFY INC | $16.7M | 10.43% | 146,600 | Hold |
| 5 | META | META PLATFORMS INC | $15.2M | 9.47% | 27,000 | New |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | $14.4M | 8.95% | 18,840 | Trimmed |
| 7 | SNOW | SNOWFLAKE INC | $10.8M | 6.72% | 42,400 | Trimmed |
| 8 | MELI | MERCADOLIBRE INC | $9.1M | 5.68% | 5,372 | New |
| 9 | DUOL | DUOLINGO INC | $8.6M | 5.36% | 74,800 | Hold |
| 10 | QS | QUANTUMSCAPE CORP | $6.4M | 3.99% | 848,000 | Hold |
| 11 | DLO | DLOCAL LTD | $4.8M | 2.97% | 366,878 | New |
| 12 | TTD | THE TRADE DESK INC | $4.4M | 2.74% | 243,300 | Hold |
| 13 | MDB | MONGODB INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR