Ashe Capital Management, LP 13F holdings
Ashe Capital Management, LP reported 6 positions with a total reported value of $931.5M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: FWONA LIBERTY MEDIA CORP DEL (25.8%), DDOG DATADOG INC (19.3%), SHOP SHOPIFY INC (18.9%), APPF APPFOLIO INC (18.0%), DASH DOORDASH INC (9.8%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
6 largest of 6 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| FWONA LIBERTY MEDIA CORP DEL | 2,622,703 | $240.5M | 25.8% |
| DDOG DATADOG INC | 691,493 | $180.0M | 19.3% |
| SHOP SHOPIFY INC | 1,542,738 | $176.1M | 18.9% |
| APPF APPFOLIO INC | 1,047,915 | $168.0M | 18.0% |
| DASH DOORDASH INC | 495,774 | $91.5M | 9.8% |
| VEEV VEEVA SYS INC | 423,917 | $75.2M | 8.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| DASH DOORDASH INC | 267,000 | 495,774 | +85.7% | $91.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FWONA LIBERTY MEDIA CORP DEL | 2,800,203 | 2,622,703 | -6.3% | $240.5M |
| SHOP SHOPIFY INC | 1,647,738 | 1,542,738 | -6.4% | $176.1M |
| DDOG DATADOG INC | 736,493 | 691,493 | -6.1% | $180.0M |
| VEEV VEEVA SYS INC | 453,417 | 423,917 | -6.5% | $75.2M |
CIK 1632715 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
