§ 13F · FUND PROFILE
Arthedge Capital Management, LLC.
AUM · $161M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | 181K | $25M | — | — |
| 2 | AMZN | AMAZON COM INC | 85K | $20M | — | — |
| 3 | GLBE | GLOBAL E ONLINE LTD | 568K | $20M | — | — |
| 4 | SHOP | SHOPIFY INC | 147K | $17M | — | — |
| 5 | META | META PLATFORMS INC | 27K | $15M | — | — |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | 19K | $14M | — | — |
| 7 | SNOW | SNOWFLAKE INC | 42K | $11M | — | — |
| 8 | MELI | MERCADOLIBRE INC | 5K | $9M | — | — |
| 9 | DUOL | DUOLINGO INC | 75K | $9M | — | — |
| 10 | QS | QUANTUMSCAPE CORP | 848K | $6M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARTHEDGE SIGNAL
AC read
Arthedge Capital Management, LLC is a Tactical / Macro fund managing $161 million in assets. The fund runs a focused portfolio of just 13 positions.
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