13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003374
Total Value
$1.21B
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 1,397,308 | $341.7M | 28.21% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 3,675,554 | $264.1M | 21.79% |
| 3 | SHOPIFY INC | SHOP | 2,802,195 | $185.1M | 15.28% |
| 4 | DATADOG INC | DDOG | 1,197,279 | $155.3M | 12.82% |
| 5 | VEEVA SYS INC | VEEV | 550,491 | $100.7M | 8.32% |
| 6 | ATLASSIAN CORPORATION | TEAM | 501,016 | $88.6M | 7.31% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,184,179 | $76.1M | 6.28% |