Arthedge Capital Management, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Arthedge Capital Management, LLC disclosed 10 US equity positions worth $130.8m in its Q3 2024 13F filing. The largest position was TTD at 16.8% of the reported book, followed by AMZN and CRWD.
What did Arthedge Capital Management, LLC own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TTD THE TRADE DESK INC | Communication Services | 16.8% | $22.0m | 200,200 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 16.2% | $21.2m | 114,000 | – | |
| 3 | CRWD CROWDSTRIKE HLDGS INC | Technology | 15.4% | $20.2m | 72,000 | – | |
| 4 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 14.2% | $18.6m | 483,263 | – | |
| 5 | SHOP SHOPIFY INC | Technology | 11.5% | $15.1m | 188,000 | – | |
| 6 | DUOL DUOLINGO INC | Technology | 6.9% | $9.1m | 32,200 | – | |
| 7 | MDB MONGODB INC | Technology | 6.2% | $8.2m | 30,200 | – | |
| 8 | SNOW SNOWFLAKE INC | Technology | 5.6% | $7.4m | 64,100 | – | |
| 9 | COUR COURSERA INC | Consumer Defensive | 3.8% | $5.0m | 625,980 | – | |
| 10 | QS QUANTUMSCAPE CORP | Consumer Cyclical | 3.2% | $4.2m | 723,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.