ACM
Arthedge Capital Management Portfolio holdings
AUM
$137M
1-Year Est. Return
17.5%
This Fund
S&P 500
1 Year Est. Return
+17.5%
AUM
$137M
AUM Growth
-$11M
(-7.5%)
Holding
10
Top Sells
| 1 | +$5.09M | |
| 2 | +$2.39M | |
| 3 | +$2.25M | |
| 4 |
Shopify
SHOP
|
+$2.15M |
| 5 |
MongoDB
MDB
|
+$1.67M |
Sector Composition
| 1 | Technology | 52.53% |
| 2 | Consumer Discretionary | 40.74% |
| 3 | Communication Services | 6.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Global E Online
GLBE
$5.55B
| $26.3M | 19.17% |
668,991
|
|
||
|
2
Shopify
SHOP
$159B
| $23.6M | 17.21% |
146,600
-13,400
|
|
||
3
Amazon
AMZN
$2.26T
| $20.7M | 15.12% |
89,860
-10,440
|
|
||
4
Duolingo
DUOL
$4.71B
| $13.1M | 9.57% |
74,800
+30,500
|
|
||
5
CrowdStrike
CRWD
$106B
| $12.5M | 9.14% |
26,730
-10,000
|
|
||
6
Snowflake
SNOW
$59.8B
| $12M | 8.78% |
54,900
-9,200
|
|
||
|
7
MongoDB
MDB
$22.2B
| $10.7M | 7.83% |
25,600
-4,600
|
|
||
8
Trade Desk
TTD
$11.4B
| $9.24M | 6.73% |
243,300
|
|
||
9
QuantumScape Corp
QS
$4.33B
| $8.84M | 6.44% |
848,000
|
|
||
10
Intel
INTC
$221B
| – | – |
0
|
|