Ashe Capital Management, LP

CIK: 0001632715SEC EDGAR →

Portfolio Value

$1.0B

Holdings

6

As of

Q4 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	SHOP SHOPIFY INC	1,750,240	$281.7M	27.30%
2	APPF APPFOLIO INC	1,077,915	$250.8M	24.30%
3	FWONA LIBERTY MEDIA CORP DEL	1,891,024	$186.3M	18.05%
4	FWONA LIBERTY MEDIA CORP DEL	1,184,179	$105.8M	10.26%
5	VEEV VEEVA SYS INC	467,917	$104.5M	10.12%
6	DDOG DATADOG INC	756,493	$102.9M	9.97%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

APPF↓ Decreased

$116.2M

FWONA↓ Decreased

$88.5M

VEEV↓ Decreased

$59.5M

SHOP↓ Decreased

$43.1M

TEAMCLOSED

$42.0M

Closed Positions (1)

$42.0M · 263K shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	3	$635.4M	61.6%
Communication Services	2	$292.1M	28.3%
Healthcare	1	$104.5M	10.1%