Ashe Capital Management, LP
CIK 0001632715 · ENGLEWOOD CLIFFS, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$931.5M
2026 Q2
Positions
7
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DDOG
DATADOG INC
19.3%
SHOP
SHOPIFY INC
18.9%
APPF
APPFOLIO INC
18.0%
FWONK
LIBERTY MEDIA CORP DEL
14.7%
FWONA
LIBERTY MEDIA CORP DEL
11.1%
DASH
DOORDASH INC
9.8%
VEEV
VEEVA SYS INC
8.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.