Arthedge Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Arthedge Capital Management, LLC disclosed 9 US equity positions worth $99.3m in its Q1 2026 13F filing. The largest position was GLBE at 20.0% of the reported book, followed by AMZN and SHOP.
What did Arthedge Capital Management, LLC own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 20.0% | $19.9m | 643,991 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 18.9% | $18.7m | 89,860 | – | |
| 3 | SHOP SHOPIFY INC | Technology | 17.5% | $17.4m | 146,600 | – | |
| 4 | CRWD CROWDSTRIKE HLDGS INC | Technology | 10.5% | $10.4m | 26,730 | – | |
| 5 | SNOW SNOWFLAKE INC | Technology | 8.3% | $8.3m | 54,900 | – | |
| 6 | DUOL DUOLINGO INC | Technology | 7.4% | $7.4m | 74,800 | – | |
| 7 | MDB MONGODB INC | Technology | 6.3% | $6.3m | 25,600 | – | |
| 8 | TTD THE TRADE DESK INC | Communication Services | 5.6% | $5.5m | 243,300 | – | |
| 9 | QS QUANTUMSCAPE CORP | Consumer Cyclical | 5.5% | $5.4m | 848,000 | – |
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.