Arthedge Capital Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Arthedge Capital Management, LLC disclosed 9 US equity positions worth $148.2m in its Q3 2025 13F filing. The largest position was GLBE at 16.1% of the reported book, followed by SHOP and AMZN. Against the Q2 2025 filing, it opened 0 new positions, added to 2 and reduced 3 among the top 9 holdings.
What did Arthedge Capital Management, LLC own in Q3 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 16.1% | $23.9m | 668,991 | 11% | added |
| 2 | SHOP SHOPIFY INC | Technology | 16.0% | $23.8m | 160,000 | -15% | reduced |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 14.9% | $22.0m | 100,300 | -12% | reduced |
| 4 | CRWD CROWDSTRIKE HLDGS INC | Technology | 12.2% | $18.0m | 36,730 | -10% | reduced |
| 5 | SNOW SNOWFLAKE INC | Technology | 9.8% | $14.5m | 64,100 | 0% | held |
| 6 | DUOL DUOLINGO INC | Technology | 9.6% | $14.3m | 44,300 | 38% | added |
| 7 | TTD THE TRADE DESK INC | Communication Services | 8.0% | $11.9m | 243,300 | 0% | held |
| 8 | QS QUANTUMSCAPE CORP | Consumer Cyclical | 7.0% | $10.4m | 848,000 | 0% | held |
| 9 | MDB MONGODB INC | Technology | 6.3% | $9.4m | 30,200 | 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.