Q4 2025 · 13F-HR
Arthedge Capital Management, LLCholdings as filed
Filed 2026-02-17 · accession 0001214659-26-001956
$152.6M
Reported value
11
Positions
2025-12-31
Period end
The Brief · Arthedge Capital Management, LLC · Q4 2025
AI · grounded in 13F
Arthedge Capital Management, LLC increased its position in INTC by 107.69%. The fund also accumulated more shares of DUOL, raising its holding by 68.85%. These additions occurred alongside reductions in several positions, most notably a 27.23% trim of CRWD and a 14.35% trim of SNOW.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $26.3M | 17.2% | 668,991 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $23.6M | 15.5% | 146,600 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $20.7M | 13.6% | 89,860 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $13.1M | 8.60% | 74,800 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $12.5M | 8.21% | 26,730 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $12.0M | 7.89% | 54,900 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $10.7M | 7.04% | 25,600 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $10.0M | 6.53% | 270,000 | CALL | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $9.2M | 6.05% | 243,300 | Common | SOLE |
| 74767V109 | QS | QUANTUMSCAPE CORP | $8.8M | 5.79% | 848,000 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $5.5M | 3.61% | 140,000 | CALL | 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.