Ashe Capital Management, LP
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share against every 13F filer's combined book at 20% or less, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
6 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 56.3% | $524,220,111 |
| Communication Services | 25.8% | $240,524,202 |
| Consumer Cyclical | 9.8% | $91,485,176 |
| Healthcare | 8.1% | $75,232,549 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DASH | DoorDash, Inc. | +228,774 | 495,774 | $91,485,176 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FWONA |
Liberty Media Corp
Communication Services
|
Reduced | 2,622,703 | $240,524,202 | 25.82% | |
| DDOG |
Datadog, Inc.
Technology
|
Reduced | 691,493 | $180,037,117 | 19.33% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 1,542,738 | $176,149,824 | 18.91% | |
| APPF |
Appfolio Inc
Technology
|
Held | 1,047,915 | $168,033,170 | 18.04% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Added | 495,774 | $91,485,176 | 9.82% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Reduced | 423,917 | $75,232,549 | 8.08% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.