Arthedge Capital Management, LLC Long-Term Concentrated

Location: Jericho, NY

CIK: 0001846503 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $153M (100.0% shares, 0.0% debt)

Holdings (11)

GLBE GLOBAL E ONLINE LTD 17.2%

Value $26.3M Shares 668,991 Est. Cost $35.95 Unrealized +3.2%

SHOP SHOPIFY INC 15.5%

Value $23.6M Shares 146,600 Est. Cost $47.27 Unrealized +239.7%

AMZN AMAZON COM INC 13.6%

Value $20.74M Shares 89,860 Est. Cost $126.86 Unrealized +80.4%

DUOL DUOLINGO INC 8.6%

Value $13.13M Shares 74,800 Est. Cost $217.74 Unrealized +8.2%

CRWD CROWDSTRIKE HLDGS INC 8.2%

Value $12.53M Shares 26,730 Est. Cost $155.87 Unrealized +226.7%

SNOW SNOWFLAKE INC 7.9%

Value $12.04M Shares 54,900 Est. Cost $159.76 Unrealized +52.8%

MDB MONGODB INC 7.0%

Value $10.74M Shares 25,600 Est. Cost $279.28 Unrealized +30.3%

INTC INTEL CORP 6.5%

Value $9.963M Shares 270,000 Est. Cost — Unrealized —

TTD THE TRADE DESK INC 6.1%

Value $9.236M Shares 243,300 Est. Cost $64.60 Unrealized -31.4%

QS QUANTUMSCAPE CORP 5.8%

Value $8.836M Shares 848,000 Est. Cost $20.66 Unrealized -33.3%

GLBE GLOBAL E ONLINE LTD 3.6%

Value $5.503M Shares 140,000 Est. Cost $35.95 Unrealized +3.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GLBE	GLOBAL E ONLINE LTD	668,991	$26.3M	17.2%	$35.95	+3.2%	SHS	M5216V106
SHOP	SHOPIFY INC	146,600	$23.6M	15.5%	$47.27	+239.7%	CL A SUB VTG SHS	82509L107
AMZN	AMAZON COM INC	89,860	$20.74M	13.6%	$126.86	+80.4%	COM	023135106
DUOL	DUOLINGO INC	74,800	$13.13M	8.6%	$217.74	+8.2%	CL A COM	26603R106
CRWD	CROWDSTRIKE HLDGS INC	26,730	$12.53M	8.2%	$155.87	+226.7%	CL A	22788C105
SNOW	SNOWFLAKE INC	54,900	$12.04M	7.9%	$159.76	+52.8%	COM SHS	833445109
MDB	MONGODB INC	25,600	$10.74M	7.0%	$279.28	+30.3%	CL A	60937P106
INTC	INTEL CORP	270,000	$9.963M	6.5%	—	—	Call	458140100
TTD	THE TRADE DESK INC	243,300	$9.236M	6.1%	$64.60	-31.4%	COM CL A	88339J105
QS	QUANTUMSCAPE CORP	848,000	$8.836M	5.8%	$20.66	-33.3%	COM CL A	74767V109
GLBE	GLOBAL E ONLINE LTD	140,000	$5.503M	3.6%	$35.95	+3.2%	Call	M5216V106