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View AllLatest Arthedge Capital Management, LLC Stock Portfolio
$154Million
Equity Portfolio Value
Last Reported on: 14 Feb, 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 $118.2 Millions as of 30 Sep, 2023.
The top stock holdings of Arthedge Capital Management, LLC are TTD, CRWD, AMZN. The fund has invested 16.5% of it's portfolio in THE TRADE DESK INC and 14.2% of portfolio in CROWDSTRIKE HLDGS INC.
They significantly reduced their stock positions in DATADOG INC (DDOG) and THE TRADE DESK INC (TTD). Arthedge Capital Management, LLC opened new stock positions in DUOLINGO INC (DUOL). The fund showed a lot of confidence in some stocks as they added substantially to QUANTUMSCAPE CORP (QS).
The top stock holdings of Arthedge Capital Management, LLC are TTD, CRWD, AMZN. The fund has invested 16.5% of it's portfolio in THE TRADE DESK INC and 14.2% of portfolio in CROWDSTRIKE HLDGS INC.
They significantly reduced their stock positions in DATADOG INC (DDOG) and THE TRADE DESK INC (TTD). Arthedge Capital Management, LLC opened new stock positions in DUOLINGO INC (DUOL). The fund showed a lot of confidence in some stocks as they added substantially to QUANTUMSCAPE CORP (QS).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| QUANTUMSCAPE CORP | 41.16 |
| GLOBAL E ONLINE LTD | 9.69 |
Additions to existing portfolio by Arthedge Capital Management, LLC
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| DATADOG INC | -3,869,500 |
| BILL HOLDINGS INC | -4,277,660 |
Arthedge Capital Management, LLC got rid off the above stocks
Current Stock Holdings of Arthedge Capital Management, LLC
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 11.25 | 114,000 | 17,321,200 | UNCHANGED | 0.00 | |
| BILL | BILL HOLDINGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| COUR | COURSERA INC | 3.83 | 304,150 | 5,891,390 | UNCHANGED | 0.00 | |
| CRWD | CROWDSTRIKE HLDGS INC | 16.68 | 100,600 | 25,685,200 | UNCHANGED | 0.00 | |
| DDOG | DATADOG INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DUOL | DUOLINGO INC | 3.93 | 26,700 | 6,056,900 | UNCHANGED | 0.00 | |
| GLBE | GLOBAL E ONLINE LTD | 7.43 | 288,763 | 11,443,700 | ADDED | 9.69 | |
| MDB | MONGODB INC | 8.02 | 30,200 | 12,347,300 | UNCHANGED | 0.00 | |
| QS | QUANTUMSCAPE CORP | 2.85 | 631,000 | 4,385,450 | ADDED | 41.16 | |
| SHOP | SHOPIFY INC | 9.51 | 188,000 | 14,645,200 | UNCHANGED | 0.00 | |
| SNOW | SNOWFLAKE INC | 8.28 | 64,100 | 12,755,900 | UNCHANGED | 0.00 | |
| TTD | THE TRADE DESK INC | 11.66 | 249,500 | 17,954,000 | UNCHANGED | 0.00 | |
| TWLO | TWILIO INC | 4.37 | 88,690 | 6,728,910 | UNCHANGED | 0.00 |