Arthedge Capital Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Arthedge Capital Management, LLC disclosed 10 US equity positions worth $122.4m in its Q1 2025 13F filing. The largest position was CRWD at 20.7% of the reported book, followed by AMZN and SHOP. Against the Q4 2024 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 10 holdings.
What did Arthedge Capital Management, LLC own in Q1 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CRWD CROWDSTRIKE HLDGS INC | Technology | 20.7% | $25.4m | 72,000 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 17.7% | $21.7m | 114,000 | 0% | held |
| 3 | SHOP SHOPIFY INC | Technology | 14.7% | $18.0m | 188,000 | 0% | held |
| 4 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 14.1% | $17.2m | 483,263 | 0% | held |
| 5 | DUOL DUOLINGO INC | Technology | 8.2% | $10.0m | 32,200 | 0% | held |
| 6 | SNOW SNOWFLAKE INC | Technology | 7.7% | $9.4m | 64,100 | 0% | held |
| 7 | TTD THE TRADE DESK INC | Communication Services | 6.8% | $8.3m | 151,300 | 0% | held |
| 8 | MDB MONGODB INC | Technology | 4.3% | $5.3m | 30,200 | 0% | held |
| 9 | COUR COURSERA INC | Consumer Defensive | 3.4% | $4.2m | 625,980 | 0% | held |
| 10 | QS QUANTUMSCAPE CORP | Consumer Cyclical | 2.5% | $3.0m | 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.