13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001070
Total Value
$911.0M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LIBERTY MEDIA CORP DEL | FWONB | 4,664,251 | $278.8M | 30.61% |
| 2 | APPFOLIO INC | APPF | 1,639,403 | $172.8M | 18.96% |
| 3 | SHOPIFY INC | SHOP | 3,172,195 | $110.1M | 12.09% |
| 4 | DATADOG INC | DDOG | 1,355,279 | $99.6M | 10.93% |
| 5 | LIBERTY LATIN AMERICA LTD | LILAB | 10,630,101 | $80.8M | 8.87% |
| 6 | ATLASSIAN CORPORATION | TEAM | 567,216 | $73.0M | 8.01% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,195,179 | $63.9M | 7.01% |
| 8 | LIBERTY LATIN AMERICA LTD | LILAB | 4,251,833 | $32.0M | 3.51% |