13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001983
Total Value
$1.12B
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 1,136,112 | $249.8M | 22.34% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 2,631,048 | $236.8M | 21.18% |
| 3 | SHOPIFY INC | SHOP | 2,185,712 | $208.7M | 18.66% |
| 4 | VEEVA SYS INC | VEEV | 550,491 | $127.5M | 11.40% |
| 5 | ATLASSIAN CORPORATION | TEAM | 501,016 | $106.3M | 9.51% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 1,184,179 | $96.5M | 8.63% |
| 7 | DATADOG INC | DDOG | 933,878 | $92.7M | 8.28% |