§ 13F · FUND PROFILE
Arthedge Capital Management, LLC.
Institutional filer · behavioral pattern: Tactical / Macro. Summary pending.
AUM · — (13F)Positions · 11Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$152.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GLBE | GLOBAL E ONLINE LTD | 669K | $26.3T | 17.2% | NEW |
| 2 | SHOP | SHOPIFY INC | 147K | $23.6T | 15.5% | NEW |
| 3 | AMZN | AMAZON COM INC | 90K | $20.7T | 13.6% | NEW |
| 4 | DUOL | DUOLINGO INC | 75K | $13.1T | 8.6% | NEW |
| 5 | CRWD | CROWDSTRIKE HLDGS INC | 27K | $12.5T | 8.2% | NEW |
| 6 | SNOW | SNOWFLAKE INC | 55K | $12.0T | 7.9% | NEW |
| 7 | MDB | MONGODB INC | 26K | $10.7T | 7.0% | NEW |
| 8 | INTC | INTEL CORP | 270K | $10.0T | 6.5% | NEW |
| 9 | TTD | THE TRADE DESK INC | 243K | $9.2T | 6.1% | NEW |
| 10 | QS | QUANTUMSCAPE CORP | 848K | $8.8T | 5.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARTHEDGE SIGNAL
AC read
Arthedge Capital Management, LLC is classified as a Tactical / Macro fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed