Arthedge Capital Management
Arthedge Capital Management reported 10 stocks worth $115M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMZN (17.6%), GLBE (17.1%) and SHOP (14.5%). Compared with Q1 2026, the fund opened new positions in MELI and DLO, trimmed AMZN, GLBE and CRWD and sold out of MDB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMZN Amazon Com Inc | $20.2M | 17.6% | 85K | −5,000 (−6%) | 8 of 8 | |
| 2 |  GLBE Global E Online Ltd | $19.7M | 17.1% | 568K | −76K (−12%) | 8 of 8 | |
| 3 |  SHOP Shopify Inc | $16.7M | 14.5% | 147K | No change | 8 of 8 | |
| 4 |  CRWD Crowdstrike Hldgs Inc | $14.4M | 12.5% | 19K | −7,890 (−30%) | 8 of 8 | |
| 5 |  SNOW Snowflake Inc | $10.8M | 9.4% | 42K | −13K (−23%) | 8 of 8 | |
| 6 |  MELI Mercadolibre Inc | $9.1M | 7.9% | 5,372 | New position | 1 of 8 | |
| 7 |  DUOL Duolingo Inc | $8.6M | 7.5% | 75K | No change | 8 of 8 | |
| 8 |  QS Quantumscape Corp | $6.4M | 5.6% | 848K | No change | 8 of 8 | |
| 9 |  DLO Dlocal Ltd Class A Com | $4.8M | 4.1% | 367K | New position | 1 of 8 | |
| 10 |  TTD The Trade Desk Inc | $4.4M | 3.8% | 243K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MDB Mongodb Inc | $6.3M | 26K |
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Arthedge Capital Management 13F FAQ
What does Arthedge Capital Management own?
Arthedge Capital Management reported 10 stocks worth $115M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMZN (17.6%), GLBE (17.1%) and SHOP (14.5%). The table above lists every position in the filing (the top 10 without an account).
What did Arthedge Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 0 added to, 4 trimmed and 1 sold out. New positions include MELI and DLO. It sold all of MDB.
When will Arthedge Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Arthedge Capital Management's portfolio worth?
The Q2 2026 filing reports $115M in US stocks ($161M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.