Ashe Capital Management, LP — 13F Holdings

2026 Q1  ·  7 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Ashe Capital Management, LP maintained a portfolio of 7 distinct positions. The most significant new addition was DOORDASH INC, now representing 5.03% of the total fund value.
Position History hover any row below to update
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Ashe Capital Management, LP New York, NY Hedge Fund AUM $797M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
7
Quarter
2026 Q1
Top Holding
SHOP (24.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SHOP
SHOPIFY INC
Technology 24.51% 27.30% #1
Prev: #1
6.5
—
-102,502 -5.9%
P
S
1,647,738 $195,454,682 2022 Q1 13F Filing 2026-03-31 2026-05-15
APPF
APPFOLIO INC
Technology 20.74% 24.30% #2
Prev: #2
6.0
—
-30,000 -2.8%
P
S
1,047,915 $165,381,945 2017 Q1 13F Filing 2026-03-31 2026-05-15
FWONK
LIBERTY MEDIA C...
Communication Services 17.23% 18.05% #3
Prev: #3
5.5
—
-275,000 -14.5%
P
S
1,616,024 $137,394,360 2023 Q3 13F Filing 2026-03-31 2026-05-15
FWONA
LIBERTY MEDIA C...
Communication Services 11.60% 10.26% #4
Prev: #4
5.5
—
no change no change
P
S
1,184,179 $92,460,696 2023 Q3 13F Filing 2026-03-31 2026-05-15
DDOG
DATADOG INC
Technology 10.90% 9.97% #5 1
Prev: #6
5.0
—
-20,000 -2.6%
P
S
736,493 $86,942,999 2019 Q4 13F Filing 2026-03-31 2026-05-15
VEEV
VEEVA SYS INC
Healthcare 9.99% 10.12% #6 1
Prev: #5
4.5
—
-14,500 -3.1%
P
S
453,417 $79,647,230 2024 Q1 13F Filing 2026-03-31 2026-05-15
DASH
DOORDASH INC
Consumer Cyclical 5.03% — #7
Prev: #—
5.5
—
267,000 —
NEW
 267,000 $40,090,050 2026 Q1 13F Filing 2026-03-31 2026-05-15
Showing 1-7 of 7 holdings

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