Arthedge Capital Management, LLC reported 10 positions worth $115.17M for the quarter ended Jun 30, 2026, up 16.0% on the prior quarter. It opened 2 new positions, added to 0, trimmed 4 and exited 1. Its largest holding is Amazon Com Inc at 17.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MDB MongoDB, Inc. | -25.6K | $6.27M | 6.31% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 84.9K | $20.23M | 17.56% | -5,000 | -5.6% | Reduced | 0% |
| 2 | GLBE Global-E Online Ltd. | Technology | 568.3K | $19.74M | 17.14% | -75.7K | -11.7% | Reduced | 0.33% |
| 3 | SHOP Shopify Inc. | Technology | 146.6K | $16.74M | 14.53% | 0 | 0.0% | Unchanged | 0.01% |
| 4 | CRWD CrowdStrike Holdings, Inc. | Technology | 75.4K | $14.38M | 12.48% | -31.6K | -29.5% | Reduced | 0.01% |
| 5 | SNOW Snowflake Inc. | Technology | 42.4K | $10.79M | 9.37% | -12.5K | -22.8% | Reduced | 0.01% |
| 6 | MELI Mercadolibre Inc | Technology | 5,372 | $9.12M | 7.92% | +5,372 | – | New | 0.01% |
| 7 | DUOL Duolingo, Inc. | Technology | 74.8K | $8.60M | 7.47% | 0 | 0.0% | Unchanged | 0.19% |
| 8 | QS QuantumScape Corp | Industrials | 848.0K | $6.41M | 5.57% | 0 | 0.0% | Unchanged | 0.14% |
| 9 | DLO dLocal Ltd | Technology | 366.9K | $4.77M | 4.14% | +366.9K | – | New | 0.13% |
| 10 | TTD Trade Desk, Inc. | Technology | 243.3K | $4.40M | 3.82% | 0 | 0.0% | Unchanged | 0.05% |
Tip. Select a row to see that position’s full history at Arthedge Capital Management.
As of its Q2 2026 13F filing, Arthedge Capital Management, LLC’s five largest positions were Amazon Com Inc (AMZN) at 17.6%, Global-E Online Ltd. (GLBE) at 17.1%, Shopify Inc. (SHOP) at 14.5%, CrowdStrike Holdings, Inc. (CRWD) at 12.5%, Snowflake Inc. (SNOW) at 9.4% of the reported portfolio.
Arthedge Capital Management, LLC reported a 13F portfolio worth $115.17M across 10 positions for Q2 2026. That is up 16.0% from the previous quarter.
Its largest purchases by value were Mercadolibre Inc ($9.12M), dLocal Ltd ($4.77M). It opened 2 new positions.
Its largest sales by value were MongoDB, Inc. ($6.27M), CrowdStrike Holdings, Inc. ($6.02M), Snowflake Inc. ($3.18M). It exited 1 positions entirely.
From the Form 13F-HR reports Arthedge Capital Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.