Arthedge Capital Management, LLC

No.7909 Data as of 2026Q2

Latest AUM (Q2 2026)

$160.6M

QoQ Change Q1 2026

+$45.1M+39.0%

Holdings

12

New Buys

3

Adds

0

Reduces

5

Exits

1

Unchanged

4

Holdings Value Trend

Holdings by Sector

"Other / not classified" = holdings with no GICS sector, mainly ETFs/funds (index funds themselves hold ETFs), options, bonds and foreign listings. Shares are of total holdings value.

Stock	Ownership Trend	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
INTEL CORPINTC		15.77%	10.32%	$25.3M	181,300	$11.9M	270,000	-88,700-32.85%	Reduce
GGLOBAL E ONLINE LTDGLBE		15.32%	20.94%	$24.6M	708,338	$24.2M	783,991	-75,653-9.65%	Reduce
AMAZON COM INCAMZN		12.6%	16.2%	$20.2M	84,860	$18.7M	89,860	-5,000-5.56%	Reduce
SHOPIFY INCSHOP		10.43%	15.06%	$16.7M	146,600	$17.4M	146,600	00.00%	Unchanged
META PLATFORMS INCMETA		9.47%	—	$15.2M	27,000	$0	0	+27,000	New Buy
CROWDSTRIKE HLDGS INCCRWD		8.95%	9.04%	$14.4M	18,840	$10.4M	26,730	-7,890-29.52%	Reduce
SNOWFLAKE INC COM SHSSNOW		6.72%	7.17%	$10.8M	42,400	$8.3M	54,900	-12,500-22.77%	Reduce
MERCADOLIBRE INC COMMELI		5.68%	—	$9.1M	5,372	$0	0	+5,372	New Buy
DDUOLINGO INCDUOL		5.36%	6.38%	$8.6M	74,800	$7.4M	74,800	00.00%	Unchanged
QQUANTUMSCAPE CORPQS		3.99%	4.68%	$6.4M	848,000	$5.4M	848,000	00.00%	Unchanged
DLOCAL LTDDLO		2.97%	—	$4.8M	366,878	$0	0	+366,878	New Buy
THE TRADE DESK INCTTD		2.74%	4.78%	$4.4M	243,300	$5.5M	243,300	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow