Filed: 5/15/2025ACC: 0001214659-25-007811
📋 What this filing means
ARTHEDGE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $154.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$154.99M
Total AUM (reported)
3.66M
Total Shares
Allocation by class
CL A$58.00M37.4%
COM$47.23M30.5%
SHS$22.22M14.3%
COM CL A$11.29M7.3%
CL A COM$10.00M6.5%
ADR$6.25M4.0%
Portfolio Concentration
Top 3$69.29M44.7%
4–10$78.52M50.7%
11–25$7.18M4.6%
Top 3 weight
44.7%
Top 10 weight
95.4%
Voting Authority Distribution
Total shares with voting rights: 3.66M
Sole
Full voting authority
3.66M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
CROWDSTRIKE HLDGS INC
SOLEShares72K
TypeSH
Market value$25.39M
16.38%
Sole
72K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares623.26K
TypeSH
Market value$22.22M
14.34%
Sole
623.26K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares114K
TypeSH
Market value$21.69M
13.99%
Sole
114K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares941.20K
TypeSH
Market value$21.37M
13.79%
Sole
941.20K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares188K
TypeSH
Market value$17.95M
11.58%
Sole
188K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares32.20K
TypeSH
Market value$10.00M
6.45%
Sole
32.20K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares64.10K
TypeSH
Market value$9.37M
6.04%
Sole
64.10K
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares151.30K
TypeSH
Market value$8.28M
5.34%
Sole
151.30K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares90K
TypeSH
Market value$6.25M
4.03%
Sole
90K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares30.20K
TypeSH
Market value$5.30M
3.42%
Sole
30.20K
Shared
0.00
None
0.00
COURSERA INC
SOLEShares625.98K
TypeSH
Market value$4.17M
2.69%
Sole
625.98K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP
SOLEShares723K
TypeSH
Market value$3.01M
1.94%
Sole
723K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CROWDSTRIKE HLDGS INCSOLE | CL A | 72K | SH | $25.39M 16.38% | 72K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 623.26K | SH | $22.22M 14.34% | 623.26K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 114K | SH | $21.69M 13.99% | 114K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 941.20K | SH | $21.37M 13.79% | 941.20K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 188K | SH | $17.95M 11.58% | 188K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 32.20K | SH | $10.00M 6.45% | 32.20K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 64.10K | SH | $9.37M 6.04% | 64.10K | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 151.30K | SH | $8.28M 5.34% | 151.30K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 90K | SH | $6.25M 4.03% | 90K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 30.20K | SH | $5.30M 3.42% | 30.20K | 0.00 | 0.00 |
COURSERA INCSOLE | COM | 625.98K | SH | $4.17M 2.69% | 625.98K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 723K | SH | $3.01M 1.94% | 723K | 0.00 | 0.00 |