Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ashe Capital Management, LP (CIK 1632715) reported $797.4M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHOP ($195.5M, 24.51%), APPF ($165.4M, 20.74%), FWONK ($137.4M, 17.23%), FWONA ($92.5M, 11.60%), DDOG ($86.9M, 10.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHOP | SHOPIFY INC | $195.5M | 24.51% | 1.6M | Trimmed |
| 2 | APPF | APPFOLIO INC | $165.4M | 20.74% | 1.0M | Trimmed |
| 3 | FWONK | LIBERTY MEDIA CORP DELAWARE | $137.4M | 17.23% | 1.6M | Trimmed |
| 4 | FWONA | LIBERTY MEDIA CORP DELAWARE | $92.5M | 11.60% | 1.2M | Hold |
| 5 | DDOG | DATADOG INC | $86.9M | 10.90% | 736,493 | Trimmed |
| 6 | VEEV | VEEVA SYS INC | $79.6M | 9.99% | 453,417 | Trimmed |
| 7 | DASH | DOORDASH INC | $40.1M | 5.03% | 267,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31