Institutional
Ashe Capital Management, LP
CIK 0001632715
$797.4M
Reported AUM
7
Positions
Q1 2026
Period
2026-05-15
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SHOP | SHOPIFY INC | $109.54 | -5.60% | -1.68% | -26.97% | $195.5M | 24.51% | −102,502 | −5.9% |
| 2 | APPF | APPFOLIO INC | $166.94 | 2.01% | -23.16% | 17.90% | $165.4M | 20.74% | −30,000 | −2.8% |
| 3 | FWONK | LIBERTY MEDIA CORP DELAWARE | $87.68 | 1.99% | -11.42% | 93.24% | $137.4M | 17.23% | −275,000 | −14.5% |
| 4 | FWONA | LIBERTY MEDIA CORP DELAWARE | $80.94 | 2.25% | -9.82% | 103.91% | $92.5M | 11.60% | — | HELD |
| 5 | DDOG | DATADOG INC | $234.11 | -3.90% | 91.64% | 111.48% | $86.9M | 10.90% | −20,000 | −2.6% |
| 6 | VEEV | VEEVA SYS INC | $172.61 | -3.35% | -39.51% | -48.12% | $79.6M | 9.99% | −14,500 | −3.1% |
| 7 | DASH | DOORDASH INC | $156.80 | -2.04% | -28.22% | -10.03% | $40.1M | 5.03% | +267,000 | NEW |
Source: SEC EDGAR · accession 0001172661-26-002047. 13F discloses long positions only — shorts, foreign equities, and options are excluded.