The Analysis of Ashe Capital Management, LP's Holdings


Currently, Ashe Capital Management, LP holds 6 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have decreased their positions in N/A (-740.0K shares, valued at $72.9M), SHOP (-435.5K shares, valued at $70.1M), APPF (-253.3K shares, valued at $58.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SHOP SHOPIFY INC1.8M shares-19.92%2025-12-312026-02-17history
APPF APPFOLIO INC1.1M shares-19.03%2025-12-312026-02-17history
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL1.9M shares-28.13%2025-12-312026-02-17history
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL1.2M shares0.00%2025-12-312026-02-17history
VEEV VEEVA SYS INC467.9K shares-15.00%2025-12-312026-02-17history
DDOG DATADOG INC756.5K shares-18.99%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available