13F HOLDINGS REPORT
Ashe Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004867
Total Value
$1.42B
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 1,331,260 | $367.0M | 25.87% |
| 2 | SHOPIFY INC | SHOP | 2,185,712 | $324.8M | 22.90% |
| 3 | LIBERTY MEDIA CORP DEL | FWONB | 2,631,048 | $274.8M | 19.38% |
| 4 | VEEVA SYS INC | VEEV | 550,491 | $164.0M | 11.56% |
| 5 | DATADOG INC | DDOG | 933,878 | $133.0M | 9.38% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 1,184,179 | $112.8M | 7.95% |
| 7 | ATLASSIAN CORPORATION | TEAM | 262,734 | $42.0M | 2.96% |