Arthedge Capital Management, LLC - Q4 2020 holdings

$112 Million is the total value of Arthedge Capital Management, LLC's 16 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .

 Value Shares↓ Weighting
TTD NewTHE TRADE DESK INC$20,579,00036,900
+100.0%
18.39%
TWLO NewTWILIO INCcl a$20,272,00077,690
+100.0%
18.11%
CRWD NewCROWDSTRIKE HLDGS INCcl a$16,087,000100,600
+100.0%
14.37%
SHOP NewSHOPIFY INCcl a$11,780,00013,800
+100.0%
10.52%
DOCU NewDOCUSIGN INC$8,065,00050,700
+100.0%
7.21%
AMZN NewAMAZON COM INC$8,031,0005,700
+100.0%
7.18%
WORK NewSLACK TECHNOLOGIES INC$5,157,000426,100
+100.0%
4.61%
ESTC NewELASTIC N V$4,797,00060,300
+100.0%
4.29%
MDB NewMONGODB INCcl a$4,677,00030,200
+100.0%
4.18%
AVLR NewAVALARA INC$4,573,00051,400
+100.0%
4.09%
NFLX NewNETFLIX INC$3,279,00015,100
+100.0%
2.93%
FB NewFACEBOOK INCcl a$1,736,00024,500
+100.0%
1.55%
GOOG NewALPHABET INCcap stk cl c$946,0002,281
+100.0%
0.84%
MA NewMASTERCARD INCORPORATEDcl a$707,00012,080
+100.0%
0.63%
GOOGL NewALPHABET INCcap stk cl a$673,0001,630
+100.0%
0.60%
V NewVISA INC$562,00018,400
+100.0%
0.50%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-05-18
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
THE TRADE DESK INC12Q3 202318.8%
CROWDSTRIKE HLDGS INC12Q3 202317.9%
AMAZON COM INC12Q3 202313.1%
TWILIO INC12Q3 202318.1%
SHOPIFY INC12Q3 202310.5%
MONGODB INC12Q3 202310.2%
QUANTUMSCAPE CORP11Q3 20234.4%
GLOBAL E ONLINE LTD10Q3 20238.8%
ELASTIC N V10Q1 20236.0%
COURSERA INC10Q3 20235.3%

View Arthedge Capital Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View Arthedge Capital Management, LLC's complete filings history.

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