13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002394
Total Value
$1.23B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 1,448,033 | $357.3M | 29.15% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 3,992,554 | $261.9M | 21.37% |
| 3 | SHOPIFY INC | SHOP | 2,802,195 | $216.2M | 17.65% |
| 4 | DATADOG INC | DDOG | 1,197,279 | $148.0M | 12.08% |
| 5 | ATLASSIAN CORPORATION | TEAM | 501,016 | $97.8M | 7.98% |
| 6 | VEEVA SYS INC | VEEV | 308,000 | $71.4M | 5.82% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,184,179 | $69.6M | 5.68% |
| 8 | LIBERTY LATIN AMERICA LTD | LILAB | 311,285 | $2.2M | 0.18% |
| 9 | LIBERTY LATIN AMERICA LTD | LILAB | 173,997 | $1.2M | 0.10% |