Ashe Capital Management, LP
Englewood Cliffs, NJ
$931m in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 13.2% of the portfolio this quarter.
Value
$931m
Stocks
7
Top 10 share
100.0%
Turnover
13.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- DoorDashDASH9.8% of the fund+86%
Cut
Sold some of their stake.
- DatadogDDOG19.3% of the fund-6%
- ShopifySHOP18.9% of the fund-6%
- Liberty MediaFWONK14.7% of the fund-11%
- Veeva SystemsVEEV8.1% of the fund-7%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| DatadogDDOG | 19.3% | $180m | 691,493 | -6% |
| ShopifySHOP | 18.9% | $176m | 1,542,738 | -6% |
| AppfolioAPPF | 18.0% | $168m | 1,047,915 | Held |
| Liberty MediaFWONK | 14.7% | $137m | 1,438,524 | -11% |
| Liberty MediaFWONA | 11.1% | $104m | 1,184,179 | Held |
| DoorDashDASH | 9.8% | $91m | 495,774 | +86% |
| Veeva SystemsVEEV | 8.1% | $75m | 423,917 | -7% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 27.4% since 30 June 2025.
Where the money is
Technology56.3%
Media & telecom25.8%
Retail & consumer9.8%
Health care8.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.