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 $931.5M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DDOG ($180.0M, 19.33%), SHOP ($176.1M, 18.91%), APPF ($168.0M, 18.04%), FWONK ($136.9M, 14.69%), FWONA ($103.7M, 11.13%). Source: SEC Form 13F.
| 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