Q4 2024 · 13F-HR
Ashe Capital Management, LPholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001060
$1.22B
Reported value
7
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03783C100 | APPF | APPFOLIO INC | $268.9M | 22.1% | 1,089,919 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $243.8M | 20.1% | 2,631,048 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $232.4M | 19.1% | 2,185,712 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $133.4M | 11.0% | 933,878 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $121.9M | 10.0% | 501,016 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $115.7M | 9.52% | 550,491 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $99.5M | 8.19% | 1,184,179 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.