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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLBE | GLOBAL E ONLINE LTD | $32.13 | -2.31% | -7.11% | -53.86% | $24.2M | 20.94% | −25,000 | −3.1% |
| 2 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $18.7M | 16.20% | — | HELD |
| 3 | SHOP | SHOPIFY INC | $109.54 | -5.60% | -1.68% | -26.97% | $17.4M | 15.06% | — | HELD |
| 4 | INTC | INTEL CORP | $99.17 | -11.28% | 394.37% | 101.73% | $11.9M | 10.32% | — | HELD |
| 5 | CRWD | CROWDSTRIKE HLDGS INC | $671.02 | -6.68% | 43.25% | 164.59% | $10.4M | 9.04% | — | HELD |
| 6 | SNOW | SNOWFLAKE INC | $238.26 | -2.42% | 13.01% | -10.33% | $8.3M | 7.17% | — | HELD |
| 7 | DUOL | DUOLINGO INC | $109.03 | -0.11% | -78.74% | -15.85% | $7.4M | 6.38% | — | HELD |
| 8 | MDB | MONGODB INC | $350.74 | -7.74% | 59.33% | -2.28% | $6.3M | 5.43% | — | HELD |
| 9 | TTD | THE TRADE DESK INC | $19.95 | -5.14% | -72.08% | -75.64% | $5.5M | 4.78% | — | HELD |
| 10 | QS | QUANTUMSCAPE CORP | $7.67 | -15.53% | 85.71% | -66.52% | $5.4M | 4.68% | — | HELD |
Source: SEC EDGAR · accession 0001214659-26-006444. 13F discloses long positions only — shorts, foreign equities, and options are excluded.