Ashe Capital Management, Lp Portfolio Stock Holdings
Ashe Capital Management, Lp disclosed 7 stock positions valued at approximately $797.4 million in its latest SEC 13F filing. The largest holdings include SHOPIFY INC, APPFOLIO INC, and LIBERTY MEDIA CORP DELAWARE. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 7
- Portfolio Value
- $797.4M
Holdings by Sector
Ashe Capital Management, Lp Portfolio Holdings in Q1 2026
7 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SHOPIFY INC | SHOP | Technology | 24.51% | 1,647,738 | -102,502 | -5.86% | $195,454,682 |
| APPFOLIO INC | APPF | Technology | 20.74% | 1,047,915 | -30,000 | -2.78% | $165,381,945 |
| LIBERTY MEDIA CORP DELAWARE | FWONK | Communication Services | 17.23% | 1,616,024 | -275,000 | -14.54% | $137,394,360 |
| LIBERTY MEDIA CORP DELAWARE | FWONA | Communication Services | 11.60% | 1,184,179 | - | - | $92,460,696 |
| DATADOG INC | DDOG | Technology | 10.90% | 736,493 | -20,000 | -2.64% | $86,942,999 |
| VEEVA SYS INC | VEEV | Healthcare | 9.99% | 453,417 | -14,500 | -3.10% | $79,647,230 |
| DOORDASH INC | DASH | Communication Services | 5.03% | 267,000 | +267,000 | +100.00% | $40,090,050 |