Arthedge Capital Management, LLC

JERICHO, NY · CIK 1846503 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2020 · limited liability company

As an employer

$115.2m reported value +16.0% vs Q1 2026

10positions

100.0%in top 10

2 new 0 added 4 reduced 1 sold out vs Q1 2026

Options: 3 call positions ($45.4m notional), 0 put positions (— notional) – listed below, not included above.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	84,860	$20.2m17.56%	17.56%	Reduced -5.0k	-5,000 -5.6%
2	GLOBAL E ONLINE LTD SHS GLBE	GLBE	568,338	$19.7m17.14%	17.14%	Reduced -75.7k	-75,653 -11.8%
3	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	146,600	$16.7m14.53%	14.53%	Unchanged
4	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	18,840	$14.4m12.48%	12.48%	Reduced -7.9k	-7,890 -29.5%
5	SNOWFLAKE INC CL A SNOW	SNOW	42,400	$10.8m9.37%	9.37%	Reduced -12.5k	-12,500 -22.8%
6	MERCADOLIBRE INC COM MELI	MELI	5,372	$9.1m7.92%	7.92%	New
7	DUOLINGO INC CL A COM DUOL	DUOL	74,800	$8.6m7.47%	7.47%	Unchanged
8	QUANTUMSCAPE CORP COM CL A QS	QS	848,000	$6.4m5.57%	5.57%	Unchanged
9	DLOCAL LTD CLASS A COM DLO	DLO	366,878	$4.8m4.14%	4.14%	New
10	THE TRADE DESK INC COM CL A TTD	TTD	243,300	$4.4m3.82%	3.82%	Unchanged

Security	Ticker	Shares held before	Value then
MONGODB INC MDB	MDB	25,600	$6.3m25.6k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
INTEL CORP INTC · Call	INTC	Call	181,300	$25.3m181.3k shares	Reduced
META PLATFORMS INC META · Call	META	Call	27,000	$15.2m27.0k shares	New
GLOBAL E ONLINE LTD GLBE · Call	GLBE	Call	140,000	$4.9m140.0k shares	Unchanged