Q3 2025 · 13F-HR
Ashe Capital Management, LPholdings as filed
Filed 2025-11-14 · accession 0001172661-25-004867
$1.42B
Reported value
7
Positions
2025-09-30
Period end
The Brief · Ashe Capital Management, LP · Q3 2025
AI · grounded in 13F
Ashe Capital Management, LP established a new position in AppFolio Inc APPF valued at $366.98M. The fund also initiated new stakes in Shopify Inc SHOP for $324.82M and Liberty Media Corp Del FWONK for $274.81M. Other new additions include Veeva Sys Inc VEEV and Datadog Inc DDOG.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03783C100 | APPF | APPFOLIO INC | $367.0M | 25.9% | 1,331,260 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $324.8M | 22.9% | 2,185,712 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $274.8M | 19.4% | 2,631,048 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $164.0M | 11.6% | 550,491 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $133.0M | 9.38% | 933,878 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $112.8M | 7.95% | 1,184,179 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $42.0M | 2.96% | 262,734 | 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.