Universe · entity
Ashe Capital Management, LP
Institutional manager (13F) · CIK 1632715
13F holdings · as of 2026-03-31 · top 7 · reported portfolio $797M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SHOPIFY INC | $195M | 1,647,738 |
| 2 | APPFOLIO INC | $165M | 1,047,915 |
| 3 | LIBERTY MEDIA CORP DELAWARE | $137M | 1,616,024 |
| 4 | LIBERTY MEDIA CORP DELAWARE | $92M | 1,184,179 |
| 5 | DATADOG INC | $87M | 736,493 |
| 6 | VEEVA SYS INC | $80M | 453,417 |
| 7 | DOORDASH INC | $40M | 267,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.