Q2 2025 · 13F-HR
Arthedge Capital Management, LLCholdings as filed
Filed 2025-08-14 · accession 0001214659-25-012206
$157.7M
Reported value
11
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $25.0M | 15.9% | 114,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $24.0M | 15.2% | 1,071,200 | CALL | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $21.7M | 13.7% | 188,000 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $20.7M | 13.2% | 40,730 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $20.3M | 12.8% | 603,991 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $14.3M | 9.09% | 64,100 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $13.2M | 8.37% | 32,200 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $6.3M | 4.02% | 30,200 | Common | SOLE |
| 74767V109 | QS | QUANTUMSCAPE CORP | $5.7M | 3.61% | 848,000 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $4.7M | 2.98% | 140,000 | CALL | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $1.7M | 1.11% | 24,300 | 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.