Ashe Capital Management, LP.

Institutional filer · behavioral pattern: Other. Summary pending.

AUM · — (13F)Positions · 6Turnover · — · Q4Filed · Feb 17, 2026

CONCENTRATION

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Top 10 holdings

NEW BUYS

+$1032.0T deployed

EXITS

No exits

SECTOR SHIFT

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No prior quarter data

3YR HIT RATE

—

Top-5 overlap

§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 17, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q4
1	SHOP	SHOPIFY INC	1.75M	$281.7T	27.3%	NEW
2	APPF	APPFOLIO INC	1.08M	$250.8T	24.3%	NEW
3	FWONK	LIBERTY MEDIA CORP DEL	1.89M	$186.3T	18.1%	NEW
4	FWONA	LIBERTY MEDIA CORP DEL	1.18M	$105.8T	10.3%	NEW
5	VEEV	VEEVA SYS INC	468K	$104.5T	10.1%	NEW
6	DDOG	DATADOG INC	756K	$102.9T	10.0%	NEW

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE ASHE SIGNAL

Ashe Capital Management, LP is classified as a Other fund.

§ 04 · FILING HISTORY

1 FILINGS

Q4 2025

Steady book

+0 buys · −0 exits · 0 changed