AC
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Arthedge Capital Management, LLC13F | |
| Arthedge Capital Management, LLC | |
| Last update 2025-05-15 | 13 Stocks (0 new) |
| Value $155.00 Mil | Turnover 0 % |
Arthedge Capital Management, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRWD | CrowdStrike Holdings Inc | 72,000 | 25,385.8 | 0% | 16.380 | 0% | 0.030 | +11.59% | +35.03% | 115,160.1 | Software | |
AMZN | Amazon.com Inc | 114,000 | 21,689.6 | 0% | 13.990 | 0% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
INTC
CALL
| Intel Corp | 941,200 | 21,374.7 | 0% | 13.790 | 0% | 0.020 | +5.30% | +12.87% | 98,712.1 | Semiconductors | |
SHOP | Shopify Inc | 188,000 | 17,950.2 | 0% | 11.580 | 0% | 0.010 | +28.34% | +14.81% | 158,810.9 | Software | |
GLBE | Global E Online Ltd | 483,263 | 17,228.3 | 0% | 11.120 | 0% | 0.290 | -5.67% | -37.15% | 5,816.5 | Retail - Cyclical | |
DUOL | Duolingo Inc | 32,200 | 9,999.4 | 0% | 6.450 | 0% | 0.070 | -3.75% | +11.33% | 16,406.7 | Software | |
SNOW | Snowflake Inc | 64,100 | 9,368.9 | 0% | 6.040 | 0% | 0.020 | +35.52% | +39.25% | 71,743.1 | Software | |
TTD | The Trade Desk Inc | 151,300 | 8,279.1 | 0% | 5.340 | 0% | 0.030 | +59.56% | -27.68% | 41,772.3 | Media - Diversified | |
NVO
CALL
| Novo Nordisk AS | 90,000 | 6,249.6 | 0% | 4.030 | 0% | 0.000 | +12.93% | -16.45% | 314,280.3 | Drug Manufacturers | |
MDB | MongoDB Inc | 30,200 | 5,297.1 | 0% | 3.420 | 0% | 0.040 | +35.77% | +1.01% | 19,215.9 | Software |
Arthedge Capital Management, LLC's Historical Top Holdings Breakdowns
Arthedge Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TTD | The Trade Desk Inc | 2024-12-31 | Reduce Reduce | -3.51% | 108.71 ($123.96) 139.51 | $85.00 | -31.43% | Reduce -24.43% | 151,300 | -48,900 | |
TTD | The Trade Desk Inc | 2024-09-30 | Reduce Reduce | -3.16% | 83.08 ($99.77) 110.79 | $85.00 | -14.80% | Reduce -19.76% | 200,200 | -49,300 | |
COUR | Coursera Inc | 2024-09-30 | Add Add | +1.67% | 7.01 ($7.9) 10.72 | $9.08 | 14.94% | Add 105.81% | 625,980 | 321,830 | |
CRWD | CrowdStrike Holdings Inc | 2024-09-30 | Reduce Reduce | -0.90% | 217.89 ($284.07) 392.15 | $462.03 | 62.65% | Reduce -4.76% | 72,000 | -3,600 | |
TWLO | Twilio Inc | 2024-09-30 | Sold Out Sold Out | -0.50% | 56.03 ($59.84) 65.22 | $131.67 | 120.04% | Sold Out | 0 | -13,390 | |
QS | QuantumScape Corp | 2024-09-30 | Add Add | +0.35% | 4.83 ($6.16) 9.14 | $12.63 | 105.03% | Add 14.58% | 723,000 | 92,000 | |
TWLO | Twilio Inc | 2024-06-30 | Reduce Reduce | -2.81% | 53.02 ($59) 63.37 | $131.67 | 123.17% | Reduce -84.9% | 13,390 | -75,300 | |
GLBE | Global E Online Ltd | 2024-06-30 | Add Add | +1.02% | 28.4 ($32.27) 36.51 | $34.27 | 6.20% | Add 9.77% | 483,263 | 43,000 | |
DUOL | Duolingo Inc | 2024-06-30 | Add Add | +0.75% | 175.78 ($204.75) 248.84 | $360.95 | 76.29% | Add 20.6% | 32,200 | 5,500 | |
CRWD | CrowdStrike Holdings Inc | 2024-03-31 | Reduce Reduce | -4.15% | 244.36 ($306.18) 334.55 | $462.03 | 50.90% | Reduce -24.85% | 75,600 | -25,000 |
Arthedge Capital Management, LLC Total Holding History ($B)
Arthedge Capital Management, LLC's Asset Allocation
Arthedge Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Arthedge Capital Management, LLC's Hypothetical Growth since 2025-03-31
Arthedge Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Arthedge Capital Management, LLC's Holdings Heat Map
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Arthedge Capital Management, LLC's Holdings Bubble Chart
Arthedge Capital Management, LLC News
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