Institutional
Arthedge Capital Management, LLC
CIK 0001846503
$115.5M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Arthedge Capital Management, LLC · Q1 2026
AI · grounded in 13F
Arthedge Capital Management, LLC trimmed its position in GLBE by 3.09%. The fund added no new positions during the period. Total assets under management stood at $115,491,598 across 10 holdings.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLBE | GLOBAL E ONLINE LTD | $39.87 | -0.97% | 26.89% | -49.51% | $24.2M | 20.94% | — | HELD |
| 2 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 5.54% | 30.60% | $18.7M | 16.20% | — | HELD |
| 3 | SHOP | SHOPIFY INC | $122.40 | -5.24% | 8.91% | -15.29% | $17.4M | 15.06% | — | HELD |
| 4 | INTC | INTEL CORP | $91.13 | 11.30% | 371.93% | 83.02% | $11.9M | 10.32% | — | HELD |
| 5 | CRWD | CROWDSTRIKE HLDGS INC | $185.22 | 3.26% | 65.87% | 163.66% | $10.4M | 9.04% | — | HELD |
| 6 | SNOW | SNOWFLAKE INC | $298.10 | 5.37% | 37.99% | -7.05% | $8.3M | 7.17% | — | HELD |
| 7 | DUOL | DUOLINGO INC | $133.60 | -4.69% | -61.58% | 0.51% | $7.4M | 6.38% | — | HELD |
| 8 | MDB | MONGODB INC | $325.88 | 1.49% | 45.31% | -18.05% | $6.3M | 5.43% | — | HELD |
| 9 | TTD | THE TRADE DESK INC | $18.28 | -4.24% | -78.76% | -77.16% | $5.5M | 4.78% | — | HELD |
| 10 | QS | QUANTUMSCAPE CORP | $5.23 | 5.44% | -36.68% | -76.23% | $5.4M | 4.68% | — | HELD |
Source: SEC EDGAR · accession 0001214659-26-006444. 13F discloses long positions only — shorts, foreign equities, and options are excluded.