13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003941
Total Value
$1.20B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 1,639,403 | $299.4M | 24.87% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 4,664,251 | $290.6M | 24.14% |
| 3 | SHOPIFY INC | SHOP | 3,172,195 | $173.1M | 14.38% |
| 4 | DATADOG INC | DDOG | 1,355,279 | $123.5M | 10.25% |
| 5 | ATLASSIAN CORPORATION | TEAM | 567,216 | $114.3M | 9.49% |
| 6 | LIBERTY LATIN AMERICA LTD | LILAB | 10,630,101 | $86.7M | 7.20% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,195,179 | $67.6M | 5.61% |
| 8 | LIBERTY LATIN AMERICA LTD | LILAB | 4,251,833 | $34.7M | 2.88% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 199,629 | $6.4M | 0.53% |
| 10 | ATLANTA BRAVES HLDGS INC | BATRB | 169,692 | $6.1M | 0.50% |
| 11 | LIBERTY MEDIA CORP DEL | FWONB | 51,153 | $1.6M | 0.14% |