Ashe Capital Management, LP
7 holdingsFiling period: 2026-03-31Current AUM: $988.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SHOP | SHOPIFY INC | 1.65M | $195.5M | $193.0M | 19.52% | -102,502 | 2026-03-31 |
| 2 | APPF | APPFOLIO INC | 1.05M | $165.4M | $188.8M | 19.09% | -30,000 | 2026-03-31 |
| 3 | FWONK | LIBERTY MEDIA CORP DELAWARE | 1.62M | $137.4M | $158.6M | 16.04% | -275,000 | 2026-03-31 |
| 4 | FWONA | LIBERTY MEDIA CORP DELAWARE | 1.18M | $92.5M | $106.4M | 10.75% | -- | 2026-03-31 |
| 5 | DDOG | DATADOG INC | 736.5K | $86.9M | $197.4M | 19.96% | -20,000 | 2026-03-31 |
| 6 | VEEV | VEEVA SYS INC | 453.4K | $79.6M | $92.4M | 9.34% | -14,500 | 2026-03-31 |
| 7 | DASH | DOORDASH INC | 267.0K | $40.1M | $52.4M | 5.30% | -- | 2026-03-31 |
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