Arthedge Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Arthedge Capital Management, LLC disclosed 10 US equity positions worth $115.2m in its Q2 2026 13F filing. The largest position was AMZN at 17.6% of the reported book, followed by GLBE and SHOP. Against the Q1 2026 filing, it opened 2 new positions, added to 0 and reduced 4 among the top 10 holdings.
What did Arthedge Capital Management, LLC own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 17.6% | $20.2m | 84,860 | -6% | reduced |
| 2 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 17.1% | $19.7m | 568,338 | -12% | reduced |
| 3 | SHOP SHOPIFY INC | Technology | 14.5% | $16.7m | 146,600 | 0% | held |
| 4 | CRWD CROWDSTRIKE HLDGS INC | Technology | 12.5% | $14.4m | 18,840 | -30% | reduced |
| 5 | SNOW SNOWFLAKE INC | Technology | 9.4% | $10.8m | 42,400 | -23% | reduced |
| 6 | MELI MERCADOLIBRE INC | Consumer Cyclical | 7.9% | $9.1m | 5,372 | – | new |
| 7 | DUOL DUOLINGO INC | Technology | 7.5% | $8.6m | 74,800 | 0% | held |
| 8 | QS QUANTUMSCAPE CORP | Consumer Cyclical | 5.6% | $6.4m | 848,000 | 0% | held |
| 9 | DLO DLOCAL LTD | Technology | 4.1% | $4.8m | 366,878 | – | new |
| 10 | TTD THE TRADE DESK INC | Communication Services | 3.8% | $4.4m | 243,300 | 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.