Ashe Capital Management, LP
An institutional investment manager in Englewood Cliffs, NJ. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1632715.
- Reported value$931.5m
- Positions7
Holdings: 7 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Datadog IncDDOG | CL A COM | 23804L103 | 180 | 19.3% | 691,493 | Reduced−45,000 | |
| Shopify IncSHOP | CL A SUB VTG SHS | 82509L107 | 176 | 18.9% | 1,542,738 | Reduced−105,000 | |
| Appfolio IncAPPF | COM CL A | 03783C100 | 168 | 18.0% | 1,047,915 | Unchanged | |
| Liberty Media Corp DelFWONA | COM LBTY ONE S C | 531229755 | 137 | 14.7% | 1,438,524 | Reduced−177,500 | |
| Liberty Media Corp DelFWONA | COM LBTY ONE S A | 531229771 | 104 | 11.1% | 1,184,179 | Unchanged | |
| Doordash IncDASH | CL A | 25809K105 | 91.5 | 9.8% | 495,774 | Added+228,774 | |
| Veeva Sys IncVEEV | CL A COM | 922475108 | 75.2 | 8.1% | 423,917 | Reduced−29,500 |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003464 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.