Ashe Capital Management, LP
Top Portfolio Positions
6 positions ·
$659,977,600 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SHOP |
Shopify Inc.
Technology
|
1,647,738 | $195,454,681 | 29.62% | |
| APPF |
Appfolio Inc
Technology
|
1,047,915 | $165,381,945 | 25.06% | |
| FWONA |
Liberty Media Corp
Communication Services
|
1,184,179 | $92,460,696 | 14.01% | |
| DDOG |
Datadog, Inc.
Technology
|
736,493 | $86,942,998 | 13.17% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
453,417 | $79,647,230 | 12.07% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
267,000 | $40,090,050 | 6.07% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FWONA
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,460,696 | 1,184,179 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $105,841,919 | 1,184,179 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $112,757,524 | 1,184,179 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $112,449,637 | 1,184,179 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $96,475,063 | 1,184,179 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $99,518,403 | 1,184,179 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $84,704,323 | 1,184,179 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $76,059,817 | 1,184,179 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $69,558,674 | 1,184,179 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $68,658,698 | 1,184,179 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $67,575,420 | 1,195,179 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||