Arthedge Capital Management, LLC — 13F holdings

Arthedge Capital Management, LLC reported 13 holdings worth $161M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. INTC INTEL CORP — $25.3M (15.8%)
2. GLBE GLOBAL E ONLINE LTD — $24.6M (15.3%)
3. AMZN AMAZON COM INC — $20.2M (12.6%)
4. SHOP SHOPIFY INC — $16.7M (10.4%)
5. META META PLATFORMS INC — $15.2M (9.5%)
6. CRWD CROWDSTRIKE HLDGS INC — $14.4M (9.0%)
7. SNOW SNOWFLAKE INC — $10.8M (6.7%)
8. MELI Mercadolibre Inc — $9.12M (5.7%)
9. DUOL DUOLINGO INC — $8.60M (5.4%)
10. QS QUANTUMSCAPE CORP — $6.41M (4.0%)