Q2 2026 13F · SEC CIK 1846503
Arthedge Capital Management, LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $115.2M
- Reported positions
- 10
- Top holdings a year, 3 yrs
- +20.0%
- Assets under management
- $155.0M
Arthedge Capital Management, LLC is a hedge fund that reported 10 positions worth $115.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Amazon Com Inc (AMZN, 17.6%), Global E Online Ltd (GLBE, 17.1%), Shopify Inc (SHOP, 14.5%). A portfolio copying its top holdings returned 20.0% a year over the last 3 years, against 20.4% for the S&P 500.
Arthedge Capital Management, LLC holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| AMZNAmazon Com Inc | 17.6% | -5.6% | $20.2M |
| GLBEGlobal E Online Ltd | 17.1% | -11.7% | $19.7M |
| SHOPShopify Inc | 14.5% | +0.0% | $16.7M |
| CRWDCrowdstrike Hldgs Inc | 12.5% | -29.5% | $14.4M |
| SNOWSnowflake Inc | 9.4% | -22.8% | $10.8M |
| MELIMercadolibre Inc | 7.9% | — | $9.1M |
| DUOLDuolingo Inc | 7.5% | +0.0% | $8.6M |
| QSQuantumscape Corp | 5.6% | +0.0% | $6.4M |
| DLODlocal Ltd | 4.1% | — | $4.8M |
| TTDThe Trade Desk Inc | 3.8% | +0.0% | $4.4M |
What Arthedge Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- MELI Mercadolibre Inc7.9% of 13F
- DLO Dlocal Ltd4.1% of 13F
Added to
No position grew by more than 5%.
Reduced
- CRWD Crowdstrike Hldgs Inc-29.5% shares
- SNOW Snowflake Inc-22.8% shares
- GLBE Global E Online Ltd-11.7% shares
- AMZN Amazon Com Inc-5.6% shares
Sold out
- MDB Mongodb Incwas 6.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +13.1% /yr
- S&P 500 +20.1%
- 3 years
- +20.0% /yr
- S&P 500 +20.4%
- 5 years
- -0.6% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $115.2M | 10 |
| Q1 2026 | $99.3M | 9 |
| Q4 2025 | $137.2M | 9 |
| Q3 2025 | $148.2M | 9 |
| Q2 2025 | $144.8M | 9 |
| Q1 2025 | $122.4M | 10 |
| Q4 2024 | $150.2M | 10 |
| Q3 2024 | $130.8M | 10 |
| Q2 2024 | $134.3M | 11 |
| Q1 2024 | $137.9M | 11 |
| Q4 2023 | $135.2M | 11 |
| Q3 2023 | $118.2M | 13 |
Questions about Arthedge Capital Management, LLC's portfolio
What stocks does Arthedge Capital Management, LLC own?
Arthedge Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 10 positions worth $115.2M. The largest are Amazon Com Inc (AMZN) at 17.6%, Global E Online Ltd (GLBE) at 17.1%, Shopify Inc (SHOP) at 14.5%, Crowdstrike Hldgs Inc (CRWD) at 12.5% and Snowflake Inc (SNOW) at 9.4%.
What did Arthedge Capital Management, LLC buy last quarter?
In Q2 2026, Arthedge Capital Management, LLC added a new position in Mercadolibre Inc (MELI) and a new position in Dlocal Ltd (DLO), compared with its Q1 2026 filing.
What did Arthedge Capital Management, LLC sell last quarter?
In Q2 2026, Arthedge Capital Management, LLC sold all of Mongodb Inc (MDB), Crowdstrike Hldgs Inc (CRWD) (-29.5% shares), Snowflake Inc (SNOW) (-22.8% shares) and Global E Online Ltd (GLBE) (-11.7% shares), compared with its Q1 2026 filing.
How has Arthedge Capital Management, LLC's portfolio performed?
A portfolio copying Arthedge Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.1% against +20.1%. Over 5 years: -0.6% a year against +11.6%.
When is Arthedge Capital Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Arthedge Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Arthedge Capital Management, LLC manage?
Arthedge Capital Management, LLC reported $155.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $115.2M.