Institutional Manager · CIK 0001632715
Ashe Capital Management, LP
Englewood Cliffs, NJ · File #028-16636
Latest AUM
$1.03B
Positions
6
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20256 pos · $1.03B
- 13F HOLDINGS REPORTQ/E Sep 20257 pos · $1.42B
- 13F HOLDINGS REPORTQ/E Jun 20257 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Mar 20257 pos · $1.12B
- 13F HOLDINGS REPORTQ/E Dec 20247 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Sep 20247 pos · $1.26B
- 13F HOLDINGS REPORTQ/E Jun 20247 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Mar 20249 pos · $1.23B
- 13F HOLDINGS REPORTQ/E Dec 202311 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Sep 20238 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Jun 20238 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Mar 20238 pos · $911.0M
Top 6 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SHOPIFY INC | SHOP | 1,750,240 | $281.7M | 27.30% |
| 2 | APPFOLIO INC | APPF | 1,077,915 | $250.8M | 24.30% |
| 3 | LIBERTY MEDIA CORP DEL | FWONB | 1,891,024 | $186.3M | 18.05% |
| 4 | LIBERTY MEDIA CORP DEL | FWONB | 1,184,179 | $105.8M | 10.26% |
| 5 | VEEVA SYS INC | VEEV | 467,917 | $104.5M | 10.12% |
| 6 | DATADOG INC | DDOG | 756,493 | $102.9M | 9.97% |