13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003334
Total Value
$1.28B
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 1,331,260 | $306.6M | 23.89% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 2,631,048 | $274.9M | 21.42% |
| 3 | SHOPIFY INC | SHOP | 2,185,712 | $252.1M | 19.64% |
| 4 | VEEVA SYS INC | VEEV | 550,491 | $158.5M | 12.35% |
| 5 | DATADOG INC | DDOG | 933,878 | $125.4M | 9.77% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 1,184,179 | $112.4M | 8.76% |
| 7 | ATLASSIAN CORPORATION | TEAM | 262,734 | $53.4M | 4.16% |