Arthedge Capital Management, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Arthedge Capital Management, LLC disclosed 10 US equity positions worth $150.2m in its Q4 2024 13F filing. The largest position was GLBE at 17.5% of the reported book, followed by AMZN and CRWD. Against the Q3 2024 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 10 holdings.
What did Arthedge Capital Management, LLC own in Q4 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 17.5% | $26.4m | 483,263 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 16.7% | $25.0m | 114,000 | 0% | held |
| 3 | CRWD CROWDSTRIKE HLDGS INC | Technology | 16.4% | $24.6m | 72,000 | 0% | held |
| 4 | SHOP SHOPIFY INC | Technology | 13.3% | $20.0m | 188,000 | 0% | held |
| 5 | TTD THE TRADE DESK INC | Communication Services | 11.8% | $17.8m | 151,300 | -24% | reduced |
| 6 | DUOL DUOLINGO INC | Technology | 7.0% | $10.4m | 32,200 | 0% | held |
| 7 | SNOW SNOWFLAKE INC | Technology | 6.6% | $9.9m | 64,100 | 0% | held |
| 8 | MDB MONGODB INC | Technology | 4.7% | $7.0m | 30,200 | 0% | held |
| 9 | COUR COURSERA INC | Consumer Defensive | 3.5% | $5.3m | 625,980 | 0% | held |
| 10 | QS QUANTUMSCAPE CORP | Consumer Cyclical | 2.5% | $3.8m | 723,000 | 0% | held |
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.