Arthedge Capital Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Arthedge Capital Management, LLC disclosed 9 US equity positions worth $144.8m in its Q2 2025 13F filing. The largest position was AMZN at 17.3% of the reported book, followed by SHOP and CRWD. Against the Q1 2025 filing, it opened 0 new positions, added to 3 and reduced 1 among the top 9 holdings.
What did Arthedge Capital Management, LLC own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 17.3% | $25.0m | 114,000 | 0% | held |
| 2 | SHOP SHOPIFY INC | Technology | 15.0% | $21.7m | 188,000 | 0% | held |
| 3 | CRWD CROWDSTRIKE HLDGS INC | Technology | 14.3% | $20.7m | 40,730 | -43% | reduced |
| 4 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 14.0% | $20.3m | 603,991 | 25% | added |
| 5 | TTD THE TRADE DESK INC | Communication Services | 12.1% | $17.5m | 243,300 | 61% | added |
| 6 | SNOW SNOWFLAKE INC | Technology | 9.9% | $14.3m | 64,100 | 0% | held |
| 7 | DUOL DUOLINGO INC | Technology | 9.1% | $13.2m | 32,200 | 0% | held |
| 8 | MDB MONGODB INC | Technology | 4.4% | $6.3m | 30,200 | 0% | held |
| 9 | QS QUANTUMSCAPE CORP | Consumer Cyclical | 3.9% | $5.7m | 848,000 | 17% | added |
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.