StockDriftsStockDriftsTop 10 Arthedge Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 17.56% | 84.9K | $20.2M | -5.56%(-5.00K) | $160.14(+63.94%) | 2026-06-30 | |
| GLBE | GLOBAL E ONLINE LTD | 17.14% | 568.3K | $19.7M | -11.75%(-75.65K) | $40.47(+4.68%) | 2026-06-30 | |
| SHOP | SHOPIFY INC | 14.53% | 146.6K | $16.7M | +0.00%(+0) | $92.63(+66.60%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 12.48% | 18.8K | $14.4M | -29.52%(-7.89K) | $174.57(+23.77%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 9.37% | 42.4K | $10.8M | -22.77%(-12.50K) | $178.62(+85.22%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 7.92% | 5.4K | $9.1M | new | $1658.29(+7.34%) | 2026-06-30 | |
| DUOL | DUOLINGO INC | 7.47% | 74.8K | $8.6M | +0.00%(+0) | $231.49(-42.62%) | 2026-06-30 | |
| QS | QUANTUMSCAPE CORP | 5.57% | 848.0K | $6.4M | +0.00%(+0) | $24.12(-74.33%) | 2026-06-30 | |
| DLO | DLOCAL LTD | 4.14% | 366.9K | $4.8M | new | $12.70(+11.60%) | 2026-06-30 | |
| TTD | THE TRADE DESK INC | 3.82% | 243.3K | $4.4M | +0.00%(+0) | $65.21(-78.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.75% | +18.25% | -7.95% | -33.91% |
| Top 20 Holdings Unweighted | +3.61% | +11.23% | -7.68% | -32.94% |
Arthedge Capital Management LLC reports $160.56M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (17.6%), GLBE (17.1%) and SHOP (14.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +18.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arthedge Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846503). View Arthedge Capital Management LLC’s 13F filings on SEC