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Arthedge Capital Management, LLC

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13F filer, CIK 1846503, JERICHO, NY

Arthedge Capital Management, LLC reported $152,620,234 across 11 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-001956

Period
2025-12-31
Reported value
$153M
Holdings
11
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DUOLadded+30,500$5.35M

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-10,000-$4.69M
AMZNreduced-10,440-$2.41M
SHOPreduced-13,400-$2.16M
SNOWreduced-9,200-$2.02M
MDBreduced-4,600-$1.93M

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, Q4 2025

Share positions as resolved from 13F-HR 0001214659-26-001956, largest first. % of portfolio is the value over $137,153,834, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,263 shares; 2024Q4: 483,263 shares; 2025Q1: 483,263 shares; 2025Q2: 603,991 shares; 2025Q3: 668,991 shares; 2025Q4: 668,991 shares 668,991$26.3M19.17%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,000 shares; 2024Q4: 188,000 shares; 2025Q1: 188,000 shares; 2025Q2: 188,000 shares; 2025Q3: 160,000 shares; 2025Q4: 146,600 shares 146,600$23.6M17.21%-13,400Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,000 shares; 2024Q4: 114,000 shares; 2025Q1: 114,000 shares; 2025Q2: 114,000 shares; 2025Q3: 100,300 shares; 2025Q4: 89,860 shares 89,860$20.7M15.12%-10,440Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,200 shares; 2024Q4: 32,200 shares; 2025Q1: 32,200 shares; 2025Q2: 32,200 shares; 2025Q3: 44,300 shares; 2025Q4: 74,800 shares 74,800$13.1M9.57%+30,500Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,000 shares; 2024Q4: 72,000 shares; 2025Q1: 72,000 shares; 2025Q2: 40,730 shares; 2025Q3: 36,730 shares; 2025Q4: 26,730 shares 26,730$12.5M9.14%-10,000Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,100 shares; 2024Q4: 64,100 shares; 2025Q1: 64,100 shares; 2025Q2: 64,100 shares; 2025Q3: 64,100 shares; 2025Q4: 54,900 shares 54,900$12M8.78%-9,200Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 30,200 shares; 2025Q1: 30,200 shares; 2025Q2: 30,200 shares; 2025Q3: 30,200 shares; 2025Q4: 25,600 shares 25,600$10.7M7.83%-4,600Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,200 shares; 2024Q4: 151,300 shares; 2025Q1: 151,300 shares; 2025Q2: 243,300 shares; 2025Q3: 243,300 shares; 2025Q4: 243,300 shares 243,300$9.24M6.73%0Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,000 shares; 2024Q4: 723,000 shares; 2025Q1: 723,000 shares; 2025Q2: 848,000 shares; 2025Q3: 848,000 shares; 2025Q4: 848,000 shares 848,000$8.84M6.44%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
INTCINTEL CORP COMcall270,000$9.96M+140,000
GLBEGLOBAL E ONLINE LTD SHScall140,000$5.5M0

How Q4 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 0001214659-26-001956 base2026-02-17acceptance time not in the bulk data set