Q1 2025 · 13F-HR
Ashe Capital Management, LPholdings as filed
Filed 2025-05-15 · accession 0001172661-25-001983
$1.12B
Reported value
7
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03783C100 | APPF | APPFOLIO INC | $249.8M | 22.3% | 1,136,112 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $236.8M | 21.2% | 2,631,048 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $208.7M | 18.7% | 2,185,712 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $127.5M | 11.4% | 550,491 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $106.3M | 9.51% | 501,016 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $96.5M | 8.63% | 1,184,179 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $92.7M | 8.28% | 933,878 | 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.