Ashe Capital Management, LP 13F Holdings

CIK 0001632715 · Englewood Cliffs, NJ

As of Sep 30, 2025, Ashe Capital Management, LP reported 7 positions worth .4B in its SEC Form 13F filing.

Top 7 holdings

SecurityTickerSectorSharesValue% of portfolio
APPFOLIO INCAPPFTechnology1,331,260$367.0M25.87%
SHOPIFY INCSHOPTechnology2,185,712$324.8M22.90%
LIBERTY MEDIA CORPFWONKCommunication Services2,631,048$274.8M19.38%
VEEVA SYSTEMS INCVEEVHealthcare550,491 64.0M11.56%
DATADOG INCDDOGTechnology933,878 33.0M9.38%
LIBERTY MEDIA CORPFWONACommunication Services1,184,179 12.8M7.95%
ATLASSIAN CORPTEAMTechnology262,734$42.0M2.96%