13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004730
Total Value
$1.26B
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 1,397,308 | $328.9M | 26.20% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 3,675,554 | $284.6M | 22.67% |
| 3 | SHOPIFY INC | SHOP | 2,802,195 | $224.6M | 17.88% |
| 4 | DATADOG INC | DDOG | 1,197,279 | $137.8M | 10.97% |
| 5 | VEEVA SYS INC | VEEV | 550,491 | $115.5M | 9.20% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 1,184,179 | $84.7M | 6.75% |
| 7 | ATLASSIAN CORPORATION | TEAM | 501,016 | $79.6M | 6.34% |