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ACM
Arthedge Capital Management Portfolio holdings
AUM
$99.3M
1-Year Est. Return
2.88%
This Fund
S&P 500
1 Year Est. Return
+2.88%
AUM
$99.3M
AUM Growth
-$37.9M
(-28%)
Holding
10
Top Buys
No buys this quarter
Sector Composition
| 1 | Technology | 50.12% |
| 2 | Consumer Discretionary | 44.32% |
| 3 | Communication Services | 5.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Global E Online
GLBE
$6.31B
| $19.9M | 20.02% |
643,991
-25,000
|
|
||
2
Amazon
AMZN
$2.63T
| $18.7M | 18.86% |
89,860
|
|
||
3
Shopify
SHOP
$158B
| $17.4M | 17.52% |
146,600
|
|
||
4
CrowdStrike
CRWD
$202B
| $10.4M | 10.51% |
106,920
|
|
||
5
Snowflake
SNOW
$93.3B
| $8.28M | 8.34% |
54,900
|
|
||
6
Duolingo
DUOL
$6.19B
| $7.37M | 7.43% |
74,800
|
|
||
7
MongoDB
MDB
$29.5B
| $6.27M | 6.31% |
25,600
|
|
||
8
Trade Desk
TTD
$9.03B
| $5.52M | 5.56% |
243,300
|
|
||
9
QuantumScape Corp
QS
$4.18B
| $5.41M | 5.45% |
848,000
|
|
||
10
Intel
INTC
$557B
| – | – |
0
|
|