Arthedge Capital Management, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$152.6M
Holdings
10
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GLBEGLOBAL E ONLINE LTD | 808,991 | $31.8M | 20.84% | Call |
| 2 | SHOPSHOPIFY INC | 146,600 | $23.6M | 15.46% | |
| 3 | AMZNAMAZON COM INC | 89,860 | $20.7M | 13.59% | |
| 4 | DUOLDUOLINGO INC | 74,800 | $13.1M | 8.60% | |
| 5 | CRWDCROWDSTRIKE HLDGS INC | 26,730 | $12.5M | 8.21% | |
| 6 | SNOWSNOWFLAKE INC | 54,900 | $12.0M | 7.89% | |
| 7 | MDBMONGODB INC | 25,600 | $10.7M | 7.04% | |
| 8 | INTCINTEL CORP | 270,000 | $10.0M | 6.53% | Call |
| 9 | TTDTHE TRADE DESK INC | 243,300 | $9.2M | 6.05% | |
| 10 | QSQUANTUMSCAPE CORP | 848,000 | $8.8M | 5.79% |