Q1 2025 · 13F-HR
Arthedge Capital Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001214659-25-007811
$155.0M
Reported value
13
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $25.4M | 16.4% | 72,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $21.7M | 14.0% | 114,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $21.4M | 13.8% | 941,200 | CALL | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $18.0M | 11.6% | 188,000 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $17.2M | 11.1% | 483,263 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $10.0M | 6.45% | 32,200 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $9.4M | 6.04% | 64,100 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $8.3M | 5.34% | 151,300 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $6.2M | 4.03% | 90,000 | CALL | SOLE |
| 60937P106 | MDB | MONGODB INC | $5.3M | 3.42% | 30,200 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $5.0M | 3.22% | 140,000 | CALL | SOLE |
| 22266M104 | COUR | COURSERA INC | $4.2M | 2.69% | 625,980 | Common | SOLE |
| 74767V109 | QS | QUANTUMSCAPE CORP | $3.0M | 1.94% | 723,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.