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Arthedge Capital Management, LLC

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13F filer, CIK 1846503, JERICHO, NY

Arthedge Capital Management, LLC reported $157,563,382 across 11 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-016613

Period
2025-09-30
Reported value
$158M
Holdings
11
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DUOLadded+12,100$3.89M
GLBEadded+65,000$2.32M

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
SHOPreduced-28,000-$4.16M
AMZNreduced-13,700-$3.01M
CRWDreduced-4,000-$1.96M

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, Q3 2025

Share positions as resolved from 13F-HR 0001214659-25-016613, largest first. % of portfolio is the value over $148,195,482, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,263 shares; 2024Q4: 483,263 shares; 2025Q1: 483,263 shares; 2025Q2: 603,991 shares; 2025Q3: 668,991 shares 668,991$23.9M16.14%+65,000Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,000 shares; 2024Q4: 188,000 shares; 2025Q1: 188,000 shares; 2025Q2: 188,000 shares; 2025Q3: 160,000 shares 160,000$23.8M16.04%-28,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,000 shares; 2024Q4: 114,000 shares; 2025Q1: 114,000 shares; 2025Q2: 114,000 shares; 2025Q3: 100,300 shares 100,300$22M14.86%-13,700Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,000 shares; 2024Q4: 72,000 shares; 2025Q1: 72,000 shares; 2025Q2: 40,730 shares; 2025Q3: 36,730 shares 36,730$18M12.15%-4,000Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,100 shares; 2024Q4: 64,100 shares; 2025Q1: 64,100 shares; 2025Q2: 64,100 shares; 2025Q3: 64,100 shares 64,100$14.5M9.76%0Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,200 shares; 2024Q4: 32,200 shares; 2025Q1: 32,200 shares; 2025Q2: 32,200 shares; 2025Q3: 44,300 shares 44,300$14.3M9.62%+12,100Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,200 shares; 2024Q4: 151,300 shares; 2025Q1: 151,300 shares; 2025Q2: 243,300 shares; 2025Q3: 243,300 shares 243,300$11.9M8.05%0Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,000 shares; 2024Q4: 723,000 shares; 2025Q1: 723,000 shares; 2025Q2: 848,000 shares; 2025Q3: 848,000 shares 848,000$10.4M7.05%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 30,200 shares; 2025Q1: 30,200 shares; 2025Q2: 30,200 shares; 2025Q3: 30,200 shares 30,200$9.37M6.33%0Timeline

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
GLBEGLOBAL E ONLINE LTD SHScall140,000$5.01M0
INTCINTEL CORP COMcall130,000$4.36M-941,200

How Q3 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 0001214659-25-016613 base2025-11-14acceptance time not in the bulk data set