Ashe Capital Management, LP

CIK 0001632715 · ENGLEWOOD CLIFFS, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Ashe Capital Management, LP reported 7 positions worth $931.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DDOG (19.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$931.5M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

7 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	DDOG	DATADOG INC	SH	$180.0M	19.33%	691,493	—	—
▸ 2	SHOP	SHOPIFY INC	SH	$176.1M	18.91%	1,542,738	—	—
▸ 3	APPF	APPFOLIO INC	SH	$168.0M	18.04%	1,047,915	—	—
▸ 4	FWONK	LIBERTY MEDIA CORP DEL	SH	$136.9M	14.69%	1,438,524	—	—
▸ 5	FWONA	LIBERTY MEDIA CORP DEL	SH	$103.7M	11.13%	1,184,179	—	—
▸ 6	DASH	DOORDASH INC	SH	$91.5M	9.82%	495,774	—	—
▸ 7	VEEV	VEEVA SYS INC	SH	$75.2M	8.08%	423,917	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ashe Capital Management, LP hold as of Q2 2026?

Ashe Capital Management, LP reported 7 positions worth $931.5M in its Q2 2026 13F filing. Largest positions: DDOG (19.3%), SHOP (18.9%), APPF (18.0%), FWONK (14.7%) and FWONA (11.1%).

What did Ashe Capital Management, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ashe Capital Management, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.