Ashe Capital Management, LP — 13F Holdings

2026 Q2  ·  7 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Ashe Capital Management, LP maintained a portfolio of 7 distinct positions. They heavily accumulated shares in DOORDASH INC, increasing the position by 85.7%.
Position History hover any row below to update
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Ashe Capital Management, LP New York, NY Hedge Fund AUM $931M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
7
Quarter
2026 Q2
Top Holding
DDOG (19.3%)
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
DDOG
DATADOG INC
Technology 19.33% 10.90% #1 4
Prev: #5
6.5
—
-45,000 -6.1%
P
S
691,493 $180,037,117 2019 Q4 13F Filing 2026-06-30 2026-08-14
SHOP
SHOPIFY INC
Technology 18.91% 24.51% #2 1
Prev: #1
6.0
—
-105,000 -6.4%
P
S
1,542,738 $176,149,825 2022 Q1 13F Filing 2026-06-30 2026-08-14
APPF
APPFOLIO INC
Technology 18.04% 20.74% #3 1
Prev: #2
6.0
—
no change no change
P
S
1,047,915 $168,033,170 2017 Q1 13F Filing 2026-06-30 2026-08-14
FWONK
LIBERTY MEDIA C...
Communication Services 14.69% 17.23% #4 1
Prev: #3
5.0
—
-177,500 -11.0%
P
S
1,438,524 $136,861,173 2023 Q3 13F Filing 2026-06-30 2026-08-14
FWONA
LIBERTY MEDIA C...
Communication Services 11.13% 11.60% #5 1
Prev: #4
5.5
—
no change no change
P
S
1,184,179 $103,663,030 2023 Q3 13F Filing 2026-06-30 2026-08-14
DASH
DOORDASH INC
Consumer Cyclical 9.82% 5.03% #6 1
Prev: #7
6.9
—
228,774 85.7%
P
S
495,774 $91,485,176 2026 Q1 13F Filing 2026-06-30 2026-08-14
VEEV
VEEVA SYS INC
Healthcare 8.08% 9.99% #7 1
Prev: #6
3.7
—
-29,500 -6.5%
P
S
423,917 $75,232,550 2024 Q1 13F Filing 2026-06-30 2026-08-14
Showing 1-7 of 7 holdings

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