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Ashe Capital Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $931,462,041
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DATADOG INC · CL A COM · 23804L103 · shares: $180,037,117
- SHOPIFY INC · CL A SUB VTG SHS · 82509L107 · shares: $176,149,825
- APPFOLIO INC · COM CL A · 03783C100 · shares: $168,033,170
- LIBERTY MEDIA CORP DEL · COM LBTY ONE S C · 531229755 · shares: $136,861,173
- LIBERTY MEDIA CORP DEL · COM LBTY ONE S A · 531229771 · shares: $103,663,030
- DOORDASH INC · CL A · 25809K105 · shares: $91,485,176
- VEEVA SYS INC · CL A COM · 922475108 · shares: $75,232,550
Reported holdings
7 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DATADOG INC | CL A COM | 23804L103 | — | 691,493 shares | $180,037,117 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 1,542,738 shares | $176,149,825 |
| APPFOLIO INC | COM CL A | 03783C100 | — | 1,047,915 shares | $168,033,170 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 1,438,524 shares | $136,861,173 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S A | 531229771 | — | 1,184,179 shares | $103,663,030 |
| DOORDASH INC | CL A | 25809K105 | — | 495,774 shares | $91,485,176 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 423,917 shares | $75,232,550 |