13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001060
Total Value
$1.22B
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 1,089,919 | $268.9M | 22.12% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 2,631,048 | $243.8M | 20.05% |
| 3 | SHOPIFY INC | SHOP | 2,185,712 | $232.4M | 19.12% |
| 4 | DATADOG INC | DDOG | 933,878 | $133.4M | 10.98% |
| 5 | ATLASSIAN CORPORATION | TEAM | 501,016 | $121.9M | 10.03% |
| 6 | VEEVA SYS INC | VEEV | 550,491 | $115.7M | 9.52% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,184,179 | $99.5M | 8.19% |