Managers / Q1 2026
Arthedge Capital Management, LLC
CIK 0001846503 · 41 WINDSOR DR, JERICHO, NY, 11753 · (516) 652-9875
Summary
Arthedge Capital Management, LLC reported $115M in U.S.-listed holdings across 11 positions for Q1 2026.
Its largest position, Global E Online, represents 17.2% of the portfolio.
The book was largely unchanged from Q4 2025.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 79.1% · $91M
- Other · 20.9% · $24M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| GLOBAL E ONLINE LTD | HELD | −25.0K | 784.0K | −$8M | $24M |
| SHOPSHOPIFY INC | HELD | +0 | 146.6K | −$6M | $17M |
| DUOLDUOLINGO INC | HELD | +0 | 74.8K | −$6M | $7M |
| MDBMONGODB INC | HELD | +0 | 25.6K | −$4M | $6M |
| SNOWSNOWFLAKE INC | HELD | +0 | 54.9K | −$4M | $8M |
| TTDTHE TRADE DESK INC | HELD | +0 | 243.3K | −$4M | $6M |
| QSQUANTUMSCAPE CORP | HELD | +0 | 848.0K | −$3M | $5M |
| CRWDCROWDSTRIKE HLDGS INC | HELD | +0 | 26.7K | −$2M | $10M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | SHS | 17.20% | $20M | 644.0K |
| 2 | AMZNAMAZON COM INChistory → | COM | 16.20% | $19M | 89.9K |
| 3 | SHOPSHOPIFY INChistory → | CL A SUB VTG SHS | 15.06% | $17M | 146.6K |
| 4 | CRWDCROWDSTRIKE HLDGS INChistory → | CL A | 9.04% | $10M | 26.7K |
| 5 | SNOWSNOWFLAKE INChistory → | COM SHS | 7.17% | $8M | 54.9K |
| 6 | DUOLDUOLINGO INChistory → | CL A COM | 6.38% | $7M | 74.8K |
| 7 | MDBMONGODB INChistory → | CL A | 5.43% | $6M | 25.6K |
| 8 | TTDTHE TRADE DESK INChistory → | COM CL A | 4.78% | $6M | 243.3K |
| 9 | QSQUANTUMSCAPE CORPhistory → | COM CL A | 4.68% | $5M | 848.0K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $115M | 11 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $153M | 11 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $158M | 11 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $158M | 11 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $155M | 13 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $169M | 11 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $153M | 11 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $153M | 12 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $164M | 12 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $154M | 12 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $118M | 13 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $122M | 12 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $99M | 13 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $78M | 13 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $98M | 12 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $95M | 13 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $157M | 16 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $212M | 18 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $219M | 18 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $228M | 17 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $112M | 16 | May 18, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.