Ashe Capital Management, LP 13F Holdings · Q2 2026
Ashe Capital Management, LP reported 7 securities worth $931.46M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DDOG (19.33%), SHOP (18.91%), APPF (18.04%). Among its top 25 positions this quarter: 1 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DDOG | DATADOG INC | $180.0M | 19.33% | 691,493 | Trimmed |
| 2 | SHOP | SHOPIFY INC | $176.1M | 18.91% | 1.5M | Trimmed |
| 3 | APPF | APPFOLIO INC | $168.0M | 18.04% | 1.0M | Hold |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | $136.9M | 14.69% | 1.4M | Trimmed |
| 5 | FWONA | LIBERTY MEDIA CORP DEL | $103.7M | 11.13% | 1.2M | Hold |
| 6 | DASH | DOORDASH INC | $91.5M | 9.82% | 495,774 | Added |
| 7 | VEEV | VEEVA SYS INC | $75.2M | 8.08% | 423,917 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR