Latest Arthedge Capital Management, LLC Stock Portfolio
$163Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Arthedge Capital Management, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Arthedge Capital Management, LLC reported an equity portfolio of $164 Millions as of 31 Mar, 2024.
The top stock holdings of Arthedge Capital Management, LLC are CRWD, TTD, AMZN. The fund has invested 14.8% of it's portfolio in CROWDSTRIKE HLDGS INC and 13.3% of portfolio in THE TRADE DESK INC.
They significantly reduced their stock positions in CROWDSTRIKE HLDGS INC (CRWD). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL E ONLINE LTD (GLBE).
The top stock holdings of Arthedge Capital Management, LLC are CRWD, TTD, AMZN. The fund has invested 14.8% of it's portfolio in CROWDSTRIKE HLDGS INC and 13.3% of portfolio in THE TRADE DESK INC.
They significantly reduced their stock positions in CROWDSTRIKE HLDGS INC (CRWD). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL E ONLINE LTD (GLBE).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| GLOBAL E ONLINE LTD | 52.47 |
Additions to existing portfolio by Arthedge Capital Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| CROWDSTRIKE HLDGS INC | -24.85 |
Arthedge Capital Management, LLC reduced stake in above stock
Sold off
Current Stock Holdings of Arthedge Capital Management, LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 12.54 | 114,000 | 20,563,300 | UNCHANGED | 0.00 | |
| COUR | COURSERA INC | 2.60 | 304,150 | 4,264,180 | UNCHANGED | 0.00 | |
| CRWD | CROWDSTRIKE HLDGS INC | 14.78 | 75,600 | 24,236,600 | REDUCED | -24.85 | |
| DUOL | DUOLINGO INC | 3.59 | 26,700 | 5,889,490 | UNCHANGED | 0.00 | |
| GLBE | GLOBAL E ONLINE LTD | 9.76 | 440,263 | 16,003,600 | ADDED | 52.47 | |
| MDB | MONGODB INC | 6.61 | 30,200 | 10,830,900 | UNCHANGED | 0.00 | |
| QS | QUANTUMSCAPE CORP | 2.42 | 631,000 | 3,968,990 | UNCHANGED | 0.00 | |
| SHOP | SHOPIFY INC | 8.85 | 188,000 | 14,508,000 | UNCHANGED | 0.00 | |
| SNOW | SNOWFLAKE INC | 6.32 | 64,100 | 10,358,600 | UNCHANGED | 0.00 | |
| TTD | THE TRADE DESK INC | 13.30 | 249,500 | 21,811,300 | UNCHANGED | 0.00 | |
| TWLO | TWILIO INC | 3.31 | 88,690 | 5,423,390 | UNCHANGED | 0.00 |