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§ 13F · FUND PROFILE

Ashe Capital Management, LP.

AUM · $931M (13F)Positions · 7Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026
#TickerNameShares$ value% portΔ Q2
1DDOGDATADOG INC691K$180M
2SHOPSHOPIFY INC1.54M$176M
3APPFAPPFOLIO INC1.05M$168M
4FWONKLIBERTY MEDIA CORP DEL1.44M$137M
5FWONALIBERTY MEDIA CORP DEL1.18M$104M
6DASHDOORDASH INC496K$91M
7VEEVVEEVA SYS INC424K$75M
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE ASHE SIGNAL

AC read

Ashe Capital Management, LP is a Other fund managing $931 million in assets. The fund runs a focused portfolio of just 7 positions.

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