Filed: 8/14/2025ACC: 0001214659-25-012206
📋 What this filing means
ARTHEDGE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $157.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$157.72M
Total AUM (reported)
3.16M
Total Shares
Allocation by class
COM$49.01M31.1%
CL A$41.43M26.3%
SHS$24.95M15.8%
CL A SUB VTG SHS$21.69M13.7%
CL A COM$13.20M8.4%
COM CL A$7.45M4.7%
Portfolio Concentration
Top 3$73.96M46.9%
4–10$83.77M53.1%
Top 3 weight
46.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.16M
Sole
Full voting authority
3.16M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
AMAZON COM INC
SOLEShares114K
TypeSH
Market value$25.01M
15.86%
Sole
114K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares743.99K
TypeSH
Market value$24.95M
15.82%
Sole
743.99K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares1.07M
TypeSH
Market value$23.99M
15.21%
Sole
1.07M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares188K
TypeSH
Market value$21.69M
13.75%
Sole
188K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares40.73K
TypeSH
Market value$20.74M
13.15%
Sole
40.73K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares64.10K
TypeSH
Market value$14.34M
9.09%
Sole
64.10K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares32.20K
TypeSH
Market value$13.20M
8.37%
Sole
32.20K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares30.20K
TypeSH
Market value$6.34M
4.02%
Sole
30.20K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP
SOLEShares848K
TypeSH
Market value$5.70M
3.61%
Sole
848K
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares24.30K
TypeSH
Market value$1.75M
1.11%
Sole
24.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 114K | SH | $25.01M 15.86% | 114K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 743.99K | SH | $24.95M 15.82% | 743.99K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 1.07M | SH | $23.99M 15.21% | 1.07M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 188K | SH | $21.69M 13.75% | 188K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 40.73K | SH | $20.74M 13.15% | 40.73K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 64.10K | SH | $14.34M 9.09% | 64.10K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 32.20K | SH | $13.20M 8.37% | 32.20K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 30.20K | SH | $6.34M 4.02% | 30.20K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 848K | SH | $5.70M 3.61% | 848K | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 24.30K | SH | $1.75M 1.11% | 24.30K | 0.00 | 0.00 |