13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003046
Total Value
$1.28B
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 | $351.1M | 27.51% |
| 2 | APPFOLIO INC | APPF | 1,639,403 | $282.2M | 22.11% |
| 3 | SHOPIFY INC | SHOP | 3,172,195 | $204.9M | 16.05% |
| 4 | DATADOG INC | DDOG | 1,355,279 | $133.3M | 10.45% |
| 5 | ATLASSIAN CORPORATION | TEAM | 567,216 | $95.2M | 7.46% |
| 6 | LIBERTY LATIN AMERICA LTD | LILAB | 10,630,101 | $91.6M | 7.18% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,195,179 | $80.8M | 6.33% |
| 8 | LIBERTY LATIN AMERICA LTD | LILAB | 4,251,833 | $37.2M | 2.91% |