Arthedge Capital Doubles Down on Duolingo Stock, Adds Another $7 Million

This bargain brings Duolingo to 8.6% of Arthedge Capital's 13F reportable assets nether absorption arsenic of Dec. 31, 2025.

• Top holdings aft the filing:

  • Global-e Online: $26.30 cardinal (19.2% of AUM)

  • Shopify: $23.60 cardinal (17.2% of AUM)

  • Amazon: $20.74 cardinal (15.1% of AUM)

  • Duolingo: $13.13 cardinal (9.3% of AUM)

  • Crowdstrike: $12.53 cardinal (9.1% of AUM)

As of March 4, 2026, Duolingo shares were priced astatine $96.17, down 67.4% implicit the anterior year, underperforming the S&P 500 by 85 percent points.

Duolingo:

• Offers a integer language-learning level and mobile app, covering 40 languages and including a connection proficiency appraisal exam.

• Targets individuals seeking connection acquisition, including students, professionals, and planetary learners successful the United States, China, and different planetary markets.

• Has office successful Pittsburgh, Pennsylvania, with a planetary idiosyncratic basal and a absorption connected technology-driven acquisition solutions.

Duolingo, Inc. operates astatine standard successful the integer acquisition sector, leveraging exertion to present accessible connection learning worldwide. The company’s strategy centers connected merchandise innovation, idiosyncratic engagement, and expanding its people offerings to support a starring presumption successful the language-learning market. Its competitory borderline lies successful a robust platform, data-driven personalization, and a planetary idiosyncratic base.

Arthedge Capital’s acquisition of Duolingo is worthy monitoring for respective reasons. First, the steadfast typically holds its positions for years astatine a time, which aligns with Foolish principles. Second, Arthedge has much than doubled its Duolingo banal implicit the past 2 quarters, portion the banal has been successful an 81% freefall. I similar the ballot of assurance from them, adjacent arsenic the marketplace continues to question what stocks AI volition disrupt, causing mayhem among galore bundle and app stocks.

Lastly, Duolingo banal itself is starting to get truly interesting. The company’s regular progressive users (DAUs) conscionable grew by 30% to transverse the 50 million-user mark, yet the banal is being punished arsenic though it were going retired of business. While maturation has slowed somewhat, I deliberation astir of the stock’s diminution comes from it antecedently being priced for perfection -- trading supra 30 times income successful 2025 -- earlier plummeting to 5 times income amid the AI-induced sell-off and decelerating maturation rates.