Ashe Capital Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Ashe Capital Management, Lp disclosed 7 stock positions valued at approximately $931.46M as of quarter-end June 30, 2026. The largest holdings include DATADOG INC, SHOPIFY INC, and APPFOLIO INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $931.46M
Holdings by Sector
Ashe Capital Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DATADOG INC | DDOG | Technology | 19.33% | 691,493 | -45,000 | -6.11% | $180,037,117 |
| SHOPIFY INC | SHOP | Technology | 18.91% | 1,542,738 | -105,000 | -6.37% | $176,149,825 |
| APPFOLIO INC | APPF | Technology | 18.04% | 1,047,915 | - | - | $168,033,170 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 14.69% | 1,438,524 | -177,500 | -10.98% | $136,861,173 |
| LIBERTY MEDIA CORP DEL | FWONA | Communication Services | 11.13% | 1,184,179 | - | - | $103,663,030 |
| DOORDASH INC | DASH | Communication Services | 9.82% | 495,774 | +228,774 | +85.68% | $91,485,176 |
| VEEVA SYS INC | VEEV | Healthcare | 8.08% | 423,917 | -29,500 | -6.51% | $75,232,550 |
Showing 7 of 7 holdings in the latest reporting period.