25 is the total number of securities Arthedge Capital Management, LLC has owned. The longest Arthedge Capital Management, LLC has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TTD | THE TRADE DESK INC | 12 | 12 | 10.77% | 15.33% | 18.75% | Q4 2020 | Q3 2023 | 12 |
| CRWD | CROWDSTRIKE HLDGS INC | 12 | 12 | 9.70% | 13.31% | 17.94% | Q4 2020 | Q3 2023 | 12 |
| AMZN | AMAZON COM INC | 12 | 12 | 7.18% | 10.77% | 13.13% | Q4 2020 | Q3 2023 | 12 |
| TWLO | TWILIO INC | 12 | 12 | 4.39% | 8.97% | 18.11% | Q4 2020 | Q3 2023 | 12 |
| SHOP | SHOPIFY INC | 12 | 12 | 5.16% | 8.22% | 10.52% | Q4 2020 | Q3 2023 | 12 |
| MDB | MONGODB INC | 12 | 12 | 4.18% | 7.01% | 10.18% | Q4 2020 | Q3 2023 | 12 |
| QS | QUANTUMSCAPE CORP | 11 | 11 | 2.17% | 3.25% | 4.40% | Q1 2021 | Q3 2023 | 11 |
| GLBE | GLOBAL E ONLINE LTD | 10 | 10 | 3.77% | 6.19% | 8.85% | Q2 2021 | Q3 2023 | 10 |
| ESTC | ELASTIC N V | 10 | 10 | 3.44% | 4.89% | 6.04% | Q4 2020 | Q1 2023 | 10 |
| COUR | COURSERA INC | 10 | 10 | 3.25% | 4.17% | 5.27% | Q2 2021 | Q3 2023 | 10 |
| FB | META PLATFORMS INC | 7 | 7 | 1.55% | 5.74% | 7.45% | Q4 2020 | Q2 2022 | 7 |
| DOCU | DOCUSIGN INC | 7 | 7 | 2.47% | 4.57% | 7.21% | Q4 2020 | Q2 2022 | 7 |
| SNOW | SNOWFLAKE INC | 6 | 6 | 7.22% | 9.01% | 10.44% | Q2 2022 | Q3 2023 | 6 |
| NFLX | NETFLIX INC | 6 | 6 | 2.93% | 3.97% | 4.53% | Q4 2020 | Q1 2022 | 6 |
| MA | MASTERCARD INCORPORATED | 6 | 6 | 0.63% | 1.77% | 2.35% | Q4 2020 | Q1 2022 | 6 |
| V | VISA INC | 6 | 6 | 0.50% | 1.75% | 2.22% | Q4 2020 | Q1 2022 | 6 |
| DDOG | DATADOG INC | 5 | 5 | 3.27% | 4.37% | 5.88% | Q3 2022 | Q3 2023 | 5 |
| GOOGL | ALPHABET INC | 5 | 5 | 0.55% | 0.96% | 1.84% | Q4 2020 | Q4 2021 | 5 |
| BILL | BILL HOLDINGS INC | 4 | 4 | 2.71% | 3.46% | 3.78% | Q4 2022 | Q3 2023 | 4 |
| RBLX | ROBLOX CORP | 3 | 3 | 2.89% | 3.68% | 4.76% | Q3 2021 | Q1 2022 | 3 |
| FB | META PLATFORMS INC | 3 | 3 | 1.52% | 1.55% | 1.58% | Q2 2021 | Q4 2021 | 3 |
| AVLR | AVALARA INC | 2 | 2 | 4.09% | 4.70% | 5.31% | Q4 2020 | Q1 2021 | 2 |
| GOOG | ALPHABET INC | 2 | 2 | 0.84% | 1.71% | 2.58% | Q4 2020 | Q1 2021 | 2 |
| WORK | SLACK TECHNOLOGIES INC | 1 | 1 | 4.61% | 4.61% | 4.61% | Q4 2020 | Q4 2020 | 1 |
| DUOLINGO INC | 1 | 1 | 3.75% | 3.75% | 3.75% | Q3 2023 | Q3 2023 | 1 | |
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The securities at the top of the list , including THE TRADE DESK INC, CROWDSTRIKE HLDGS INC, and AMAZON COM INC, are the highest-conviction holdings of Arthedge Capital Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Arthedge Capital Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Arthedge Capital Management, LLC owns currently or has owned in the past.