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Arthedge Capital Management, LLC
特别关注No.7909环比变动 Q1 2026
+$4,506.5万+39.0%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 英特尔INTC |
| 15.77% | 10.32% | $2,531.5万 | 18.1万股 | $1,191.5万 | 27.0万股 | -8.9万股-32.85% | 减仓 |
| GGLOBAL E ONLINEGLBE |
| 15.32% | 20.94% | $2,460.1万 | 70.8万股 | $2,418.6万 | 78.4万股 | -7.6万股-9.65% | 减仓 |
 亚马逊AMZN |
| 12.6% | 16.2% | $2,022.6万 | 8.5万股 | $1,871.5万 | 9.0万股 | -5,000股-5.56% | 减仓 |
 ShopifySHOP |
| 10.43% | 15.06% | $1,673.9万 | 14.7万股 | $1,739.0万 | 14.7万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 9.47% | — | $1,520.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 CrowdStrikeCRWD |
| 8.95% | 9.04% | $1,437.8万 | 1.9万股 | $1,043.6万 | 2.7万股 | -7,890股-29.52% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 6.72% | 7.17% | $1,079.1万 | 4.2万股 | $828.0万 | 5.5万股 | -1.3万股-22.77% | 减仓 |
 MERCADOLIBRE COMMELI |
| 5.68% | — | $911.8万 | 5,372股 | $0 | 0股 | +5,372股 | 新买入 |
| DDUOLINGODUOL |
| 5.36% | 6.38% | $860.3万 | 7.5万股 | $737.3万 | 7.5万股 | 00.00% | 持仓不变 |
| QQUANTUMSCAPEQS |
| 3.99% | 4.68% | $641.1万 | 84.8万股 | $541.0万 | 84.8万股 | 00.00% | 持仓不变 |
 DLOCALDLO |
| 2.97% | — | $476.8万 | 36.7万股 | $0 | 0股 | +36.7万股 | 新买入 |
 The Trade DeskTTD |
| 2.74% | 4.78% | $439.9万 | 24.3万股 | $552.0万 | 24.3万股 | 00.00% | 持仓不变 |
