Arthedge Capital Management, LLC
JERICHO NY · SEC CIK 0001846503
$1.61亿2026Q2 申报市值
13持仓数
91.3%前十大占比 · 第一大 15.8%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MELI 新建仓+$911.84万
DLO 新建仓+$476.76万
2026Q2 卖出最多 按季末市值估算
MDB 清仓-$626.61万
CRWD 减仓-$602.12万
SNOW 减仓-$318.12万
GLBE 减仓-$262.74万
AMZN 减仓-$119.17万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP 看涨期权 | $2,531.49万 | 15.77% | 181,300 | -88,700 | -32.9% | -$1,238.52万 | 减仓 |
| AMZN | AMAZON COM INC | $2,022.55万 | 12.60% | 84,860 | -5,000 | -5.6% | -$119.17万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $1,973.84万 | 12.29% | 568,338 | -75,653 | -11.7% | -$262.74万 | 减仓 |
| SHOP | SHOPIFY INC | $1,673.88万 | 10.43% | 146,600 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC 看涨期权 | $1,520.88万 | 9.47% | 27,000 | 27,000 | — | $1,520.88万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,437.76万 | 8.95% | 18,840 | -7,890 | -29.5% | -$602.12万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,079.08万 | 6.72% | 42,400 | -12,500 | -22.8% | -$318.12万 | 减仓 |
| MELI | MERCADOLIBRE INC | $911.84万 | 5.68% | 5,372 | 5,372 | — | $911.84万 | 新建仓 |
| DUOL | DUOLINGO INC | $860.35万 | 5.36% | 74,800 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $641.09万 | 3.99% | 848,000 | 0 | 0.0% | — | 不变 |
| GLBE | GLOBAL E ONLINE LTD 看涨期权 | $486.22万 | 3.03% | 140,000 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD | $476.76万 | 2.97% | 366,878 | 366,878 | — | $476.76万 | 新建仓 |
| TTD | THE TRADE DESK INC | $439.89万 | 2.74% | 243,300 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -25,600 | -100.0% | -$626.61万 | 清仓 |