Ashe Capital Management, LP
7 holdingsFiling period: 2026-06-30Current AUM: $1.05Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DDOG | DATADOG INC | 691.5K | $180.0M | $159.2M | 15.20% | -45,000 | 2026-06-30 |
| 2 | SHOP | SHOPIFY INC | 1.54M | $176.1M | $200.3M | 19.13% | -105,000 | 2026-06-30 |
| 3 | APPF | APPFOLIO INC | 1.05M | $168.0M | $236.8M | 22.61% | -- | 2026-06-30 |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | 1.44M | $136.9M | $136.7M | 13.05% | -177,500 | 2026-06-30 |
| 5 | FWONA | LIBERTY MEDIA CORP DEL | 1.18M | $103.7M | $103.0M | 9.83% | -- | 2026-06-30 |
| 6 | DASH | DOORDASH INC | 495.8K | $91.5M | $98.3M | 9.39% | +228.8K | 2026-06-30 |
| 7 | VEEV | VEEVA SYS INC | 423.9K | $75.2M | $113.0M | 10.79% | -29,500 | 2026-06-30 |
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