Question 1

What is Ashe Capital Management, LP's portfolio value?

Accepted Answer

As of Q4 2025, Ashe Capital Management, LP manages $1.0B across 6 reported positions in their SEC 13F filing.

Question 2

What are Ashe Capital Management, LP's top holdings?

Accepted Answer

Ashe Capital Management, LP's largest 13F positions include SHOP, APPF, FWONA, representing approximately 69.7% of the reported portfolio.

Question 3

How many stocks does Ashe Capital Management, LP hold?

Accepted Answer

Ashe Capital Management, LP holds 6 reported positions as of their Q4 2025 13F filing.

Question 4

When did Ashe Capital Management, LP last file a 13F?

Accepted Answer

The most recent 13F filing from Ashe Capital Management, LP reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

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%

Sector	# Holdings	Value	%
Technology	4	$739.8M	71.7%
Communication Services	2	$292.1M	28.3%

Ashe Capital Management, LP

Top 10 Holdings

Quarterly Changes

Top Buys

Top Sells

Closed Positions (1)

Sector Breakdown