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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SHOP | SHOPIFY INC | $117.15 | -4.29% | -1.22% | -23.17% | $195.5M | 24.51% | — | HELD |
| 2 | APPF | APPFOLIO INC | $180.19 | 2.37% | -43.54% | 52.57% | $165.4M | 20.74% | — | HELD |
| 3 | FWONK | LIBERTY MEDIA CORP DELAWARE | $98.13 | -1.87% | -0.82% | 100.82% | $137.4M | 17.23% | — | HELD |
| 4 | FWONA | LIBERTY MEDIA CORP DELAWARE | $89.81 | -2.37% | 1.11% | 105.30% | $92.5M | 11.60% | — | HELD |
| 5 | DDOG | DATADOG INC | $267.97 | -0.22% | 98.05% | 94.89% | $86.9M | 10.90% | — | HELD |
| 6 | VEEV | VEEVA SYS INC | $203.78 | 1.10% | -27.27% | -38.36% | $79.6M | 9.99% | — | HELD |
| 7 | DASH | DOORDASH INC | $196.16 | -0.69% | -20.46% | 3.20% | $40.1M | 5.03% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002047. 13F discloses long positions only — shorts, foreign equities, and options are excluded.