Arthedge Capital Management, LLC Long-Term Concentrated

Location: Jericho, NY

CIK: 0001846503 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $115M (100.0% shares, 0.0% debt)

Holdings (11)

Decreased Positions (1)

GLBE GLOBAL E ONLINE LTD 17.2%

Value $19.87M (-24.5%) Shares 643,991 (-3.7%) Est. Cost $35.95 Unrealized +0.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GLBE	GLOBAL E ONLINE LTD	643,991 (-3.7%)	$19.87M (-24.5%)	17.2%	$35.95	+0.7%	SHS	M5216V106

Unchanged Positions (10)

SHOP SHOPIFY INC 15.1%

Value $17.39M Shares 146,600 Est. Cost $47.27 Unrealized +188.7%

DUOL DUOLINGO INC 6.4%

Value $7.373M Shares 74,800 Est. Cost $217.74 Unrealized -36.7%

MDB MONGODB INC 5.4%

Value $6.266M Shares 25,600 Est. Cost $279.28 Unrealized +34.7%

SNOW SNOWFLAKE INC 7.2%

Value $8.28M Shares 54,900 Est. Cost $159.76 Unrealized +21.7%

TTD THE TRADE DESK INC 4.8%

Value $5.52M Shares 243,300 Est. Cost $64.60 Unrealized -51.7%

QS QUANTUMSCAPE CORP 4.7%

Value $5.41M Shares 848,000 Est. Cost $20.66 Unrealized -55.3%

CRWD CROWDSTRIKE HLDGS INC 9.0%

Value $10.44M Shares 26,730 Est. Cost $155.87 Unrealized +176.6%

AMZN AMAZON COM INC 16.2%

Value $18.72M Shares 89,860 Est. Cost $126.86 Unrealized +78.8%

INTC INTEL CORP 10.3%

Value $11.92M Shares 270,000 Est. Cost — Unrealized —

GLBE GLOBAL E ONLINE LTD 3.7%

Value $4.319M Shares 140,000 Est. Cost $35.95 Unrealized +0.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SHOP	SHOPIFY INC	146,600	$17.39M	15.1%	$47.27	+188.7%	CL A SUB VTG SHS	82509L107
DUOL	DUOLINGO INC	74,800	$7.373M	6.4%	$217.74	-36.7%	CL A COM	26603R106
MDB	MONGODB INC	25,600	$6.266M	5.4%	$279.28	+34.7%	CL A	60937P106
SNOW	SNOWFLAKE INC	54,900	$8.28M	7.2%	$159.76	+21.7%	COM SHS	833445109
TTD	THE TRADE DESK INC	243,300	$5.52M	4.8%	$64.60	-51.7%	COM CL A	88339J105
QS	QUANTUMSCAPE CORP	848,000	$5.41M	4.7%	$20.66	-55.3%	COM CL A	74767V109
CRWD	CROWDSTRIKE HLDGS INC	26,730	$10.44M	9.0%	$155.87	+176.6%	CL A	22788C105
AMZN	AMAZON COM INC	89,860	$18.72M	16.2%	$126.86	+78.8%	COM	023135106
INTC	INTEL CORP	270,000	$11.92M	10.3%	—	—	CALL	458140100
GLBE	GLOBAL E ONLINE LTD	140,000	$4.319M	3.7%	$35.95	+0.7%	CALL	M5216V106