# Ashe Capital Management, LP: Form 13F holdings

An institutional investment manager in Englewood Cliffs, NJ. SEC CIK 1632715.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $931.5m
- Positions: 7 (7 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1632715/000117266126003464/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DATADOG INC (DDOG)](/companies/ddog.md) | CL A COM | $180.0m | 19.3% | 691,493 |  | Reduced −45,000 |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $176.1m | 18.9% | 1,542,738 |  | Reduced −105,000 |
| [APPFOLIO INC (APPF)](/companies/appf.md) | COM CL A | $168.0m | 18.0% | 1,047,915 |  | Unchanged |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S C | $136.9m | 14.7% | 1,438,524 |  | Reduced −177,500 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S A | $103.7m | 11.1% | 1,184,179 |  | Unchanged |
| [DOORDASH INC (DASH)](/companies/dash.md) | CL A | $91.5m | 9.8% | 495,774 |  | Added +228,774 |
| [VEEVA SYS INC (VEEV)](/companies/veev.md) | CL A COM | $75.2m | 8.1% | 423,917 |  | Reduced −29,500 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003464. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.