13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002210
Total Value
$1.10B
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 | $349.0M | 31.60% |
| 2 | APPFOLIO INC | APPF | 1,639,403 | $204.1M | 18.48% |
| 3 | SHOPIFY INC | SHOP | 3,172,195 | $152.1M | 13.77% |
| 4 | DATADOG INC | DDOG | 1,355,279 | $98.5M | 8.92% |
| 5 | ATLASSIAN CORPORATION | TEAM | 567,216 | $97.1M | 8.79% |
| 6 | LIBERTY LATIN AMERICA LTD | LILAB | 10,630,101 | $87.8M | 7.95% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,195,179 | $80.7M | 7.30% |
| 8 | LIBERTY LATIN AMERICA LTD | LILAB | 4,251,833 | $35.3M | 3.20% |