Arthedge Capital Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Arthedge Capital Management, Llc disclosed 9 stock positions valued at approximately $115.17M as of quarter-end June 30, 2026. The largest holdings include AMAZON COM INC, SHOPIFY INC, and CROWDSTRIKE HLDGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 9
- Portfolio Value
- $115.17M
Holdings by Sector
Arthedge Capital Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 17.56% | 84,860 | -5,000 | -5.56% | $20,225,532 |
| SHOPIFY INC | SHOP | Technology | 14.53% | 146,600 | - | - | $16,738,788 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 12.48% | 18,840 | -7,890 | -29.52% | $14,377,558 |
| SNOWFLAKE INC | SNOW | Technology | 9.37% | 42,400 | -12,500 | -22.77% | $10,790,800 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 7.92% | 5,372 | +5,372 | +100.00% | $9,118,379 |
| DUOLINGO INC | DUOL | Technology | 7.47% | 74,800 | - | - | $8,603,496 |
| QUANTUMSCAPE CORP | QS | Consumer Cyclical | 5.57% | 848,000 | - | - | $6,410,880 |
| DLOCAL LTD | DLO | Other | 4.14% | 366,878 | +366,878 | +100.00% | $4,767,580 |
| THE TRADE DESK INC | TTD | Technology | 3.82% | 243,300 | - | - | $4,398,864 |
Showing 9 of 9 holdings in the latest reporting period.
Arthedge Capital Management, Llc Options Holdings in Q2 2026