Ashe Capital Management, LP: 13F holdings
CIK 16327152026Q2
| Positions | 7 |
|---|
| Reported value | $931.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 7 (+0 vs prior quarter) |
|---|
| Reported value | $931.5m (+16.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DDOG DATADOG INC | 691,493 | $180.0m | 19.3% |
| SHOP SHOPIFY INC | 1,542,738 | $176.1m | 18.9% |
| APPF APPFOLIO INC | 1,047,915 | $168.0m | 18.0% |
| FWONK LIBERTY MEDIA CORP DEL | 1,438,524 | $136.9m | 14.7% |
| FWONA LIBERTY MEDIA CORP DEL | 1,184,179 | $103.7m | 11.1% |
| DASH DOORDASH INC | 495,774 | $91.5m | 9.8% |
| VEEV VEEVA SYS INC | 423,917 | $75.2m | 8.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1632715")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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