Arthedge Capital Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Arthedge Capital Management, LLC disclosed 9 US equity positions worth $137.2m in its Q4 2025 13F filing. The largest position was GLBE at 19.2% of the reported book, followed by SHOP and AMZN. Against the Q3 2025 filing, it opened 0 new positions, added to 1 and reduced 5 among the top 9 holdings.
What did Arthedge Capital Management, LLC own in Q4 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 19.2% | $26.3m | 668,991 | 0% | held |
| 2 | SHOP SHOPIFY INC | Technology | 17.2% | $23.6m | 146,600 | -8% | reduced |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 15.1% | $20.7m | 89,860 | -10% | reduced |
| 4 | DUOL DUOLINGO INC | Technology | 9.6% | $13.1m | 74,800 | 69% | added |
| 5 | CRWD CROWDSTRIKE HLDGS INC | Technology | 9.1% | $12.5m | 26,730 | -27% | reduced |
| 6 | SNOW SNOWFLAKE INC | Technology | 8.8% | $12.0m | 54,900 | -14% | reduced |
| 7 | MDB MONGODB INC | Technology | 7.8% | $10.7m | 25,600 | -15% | reduced |
| 8 | TTD THE TRADE DESK INC | Communication Services | 6.7% | $9.2m | 243,300 | 0% | held |
| 9 | QS QUANTUMSCAPE CORP | Consumer Cyclical | 6.4% | $8.8m | 848,000 | 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.