ACM

Arthedge Capital Management Portfolio holdings

AUM $148M
1-Year Est. Return 40.46%
This Quarter Est. Return
1 Year Est. Return
+40.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.32M

Top Sells

1
+$4.16M
2
+$3.01M
3
+$1.96M

Sector Composition

1 Technology 53.9%
2 Consumer Discretionary 38.05%
3 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLBE icon
1
Global E Online
GLBE
$7B
$23.9M 15.18%
668,991
+65,000
SHOP icon
2
Shopify
SHOP
$218B
$23.8M 15.09%
160,000
-28,000
AMZN icon
3
Amazon
AMZN
$2.42T
$22M 13.98%
100,300
-13,700
CRWD icon
4
CrowdStrike
CRWD
$120B
$18M 11.43%
36,730
-4,000
SNOW icon
5
Snowflake
SNOW
$76B
$14.5M 9.18%
64,100
DUOL icon
6
Duolingo
DUOL
$8.4B
$14.3M 9.05%
44,300
+12,100
TTD icon
7
Trade Desk
TTD
$18B
$11.9M 7.57%
243,300
QS icon
8
QuantumScape
QS
$6.66B
$10.4M 6.63%
848,000
MDB icon
9
MongoDB
MDB
$34.7B
$9.37M 5.95%
30,200
INTC icon
10
Intel
INTC
$174B
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