Arthedge Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SNOWFLAKE INC(SNOW) | 0 | 64,100 | +64,100 | 0 | 14,457,755 | 9.76% | +14,457,755 |
| QUANTUMSCAPE CORP(QS) | 848,000 | 848,000 | 0 | 5,698,560 | 10,447,360 | 7.05% | +4,748,800 |
| GLOBAL E ONLINE LTD | 603,991 | 668,991 | +65,000 | 20,257,858 | 23,923,118 | 16.14% | +3,665,260 |
| MONGODB INC(MDB) | 30,200 | 30,200 | 0 | 6,341,698 | 9,373,476 | 6.33% | +3,031,778 |
| SHOPIFY INC(SHOP) | 188,000 | 160,000 | -28,000 | 21,685,800 | 23,777,600 | 16.04% | +2,091,800 |
| DUOLINGO INC(DUOL) | 32,200 | 44,300 | +12,100 | 13,202,644 | 14,257,512 | 9.62% | +1,054,868 |
| GLOBAL E ONLINE LTD(Call) | 140,000 | 140,000 | 0 | 4,695,600 | 5,006,400 | — | +310,800 |
| CROWDSTRIKE HLDGS INC(CRWD) | 40,730 | 36,730 | -4,000 | 20,744,196 | 18,011,657 | 12.15% | -2,732,539 |
| AMAZON COM INC(AMZN) | 114,000 | 100,300 | -13,700 | 25,010,460 | 22,022,871 | 14.86% | -2,987,589 |
| THE TRADE DESK INC(TTD) | 243,300 | 243,300 | 0 | 17,515,167 | 11,924,133 | 8.05% | -5,591,034 |
| SNOWFLAKE INC(SNOW) | 64,100 | 0 | -64,100 | 14,343,657 | 0 | — | -14,343,657 |
| INTEL CORP(INTC)(Call) | 1,071,200 | 130,000 | -941,200 | 23,994,880 | 4,361,500 | — | -19,633,380 |