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Arthedge Capital Management, LLC

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13F filer, CIK 1846503, JERICHO, NY

Arthedge Capital Management, LLC reported $173,490,520 across 11 holdings for the quarter ended 2025-06-30, in a 13F-HR/A filed 2025-09-15. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001214659-25-013750

Period
2025-06-30
Reported value
$173M
Holdings
11
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TTDadded+92,000$6.62M
GLBEadded+120,728$4.05M
QSadded+125,000$840K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRWDreduced-31,270-$15.9M
COURexited-625,980-$4.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR/A 0001214659-25-013750, largest first. % of portfolio is the value over $144,800,040, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,000 shares; 2024Q4: 114,000 shares; 2025Q1: 114,000 shares; 2025Q2: 114,000 shares 114,000$25M17.27%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,000 shares; 2024Q4: 188,000 shares; 2025Q1: 188,000 shares; 2025Q2: 188,000 shares 188,000$21.7M14.98%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,000 shares; 2024Q4: 72,000 shares; 2025Q1: 72,000 shares; 2025Q2: 40,730 shares 40,730$20.7M14.33%-31,270Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,263 shares; 2024Q4: 483,263 shares; 2025Q1: 483,263 shares; 2025Q2: 603,991 shares 603,991$20.3M13.99%+120,728Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,200 shares; 2024Q4: 151,300 shares; 2025Q1: 151,300 shares; 2025Q2: 243,300 shares 243,300$17.5M12.1%+92,000Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,100 shares; 2024Q4: 64,100 shares; 2025Q1: 64,100 shares; 2025Q2: 64,100 shares 64,100$14.3M9.91%0Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,200 shares; 2024Q4: 32,200 shares; 2025Q1: 32,200 shares; 2025Q2: 32,200 shares 32,200$13.2M9.12%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 30,200 shares; 2025Q1: 30,200 shares; 2025Q2: 30,200 shares 30,200$6.34M4.38%0Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,000 shares; 2024Q4: 723,000 shares; 2025Q1: 723,000 shares; 2025Q2: 848,000 shares 848,000$5.7M3.94%+125,000Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
INTCINTEL CORP COMcall1,071,200$24M+130,000
GLBEGLOBAL E ONLINE LTD SHScall140,000$4.7M0

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVONOVO-NORDISK A S90,000$6.25Mcall
COURCOURSERA INC625,980$4.17Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-012206 superseded2025-08-14acceptance time not in the bulk data set
13F-HR/A 0001214659-25-013750 baserestatement2025-09-15acceptance time not in the bulk data set