Filed: 11/14/2025ACC: 0001214659-25-016613
📋 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 $157.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$157.56M
Total AUM (reported)
2.47M
Total Shares
Allocation by class
SHS$28.93M18.4%
CL A$27.39M17.4%
COM$26.38M16.7%
CL A SUB VTG SHS$23.78M15.1%
COM CL A$22.37M14.2%
COM SHS$14.46M9.2%
CL A COM$14.26M9.0%
Portfolio Concentration
Top 3$74.73M47.4%
4–10$82.83M52.6%
Top 3 weight
47.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.47M
Sole
Full voting authority
2.47M
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:
GLOBAL E ONLINE LTD
SOLEShares808.99K
TypeSH
Market value$28.93M
18.36%
Sole
808.99K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares160K
TypeSH
Market value$23.78M
15.09%
Sole
160K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares100.30K
TypeSH
Market value$22.02M
13.98%
Sole
100.30K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares36.73K
TypeSH
Market value$18.01M
11.43%
Sole
36.73K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares64.10K
TypeSH
Market value$14.46M
9.18%
Sole
64.10K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares44.30K
TypeSH
Market value$14.26M
9.05%
Sole
44.30K
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares243.30K
TypeSH
Market value$11.92M
7.57%
Sole
243.30K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP
SOLEShares848K
TypeSH
Market value$10.45M
6.63%
Sole
848K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares30.20K
TypeSH
Market value$9.37M
5.95%
Sole
30.20K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares130K
TypeSH
Market value$4.36M
2.77%
Sole
130K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTDSOLE | SHS | 808.99K | SH | $28.93M 18.36% | 808.99K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 160K | SH | $23.78M 15.09% | 160K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 100.30K | SH | $22.02M 13.98% | 100.30K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 36.73K | SH | $18.01M 11.43% | 36.73K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 64.10K | SH | $14.46M 9.18% | 64.10K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 44.30K | SH | $14.26M 9.05% | 44.30K | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 243.30K | SH | $11.92M 7.57% | 243.30K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 848K | SH | $10.45M 6.63% | 848K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 30.20K | SH | $9.37M 5.95% | 30.20K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 130K | SH | $4.36M 2.77% | 130K | 0.00 | 0.00 |