StockDriftsStockDriftsTop 7 Ashe Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DDOG | DATADOG INC | 19.33% | 691.5K | $180.0M | -6.11%(-45.00K) | $53.02(+375.72%) | 2026-06-30 | |
| SHOP | SHOPIFY INC | 18.91% | 1.54M | $176.1M | -6.37%(-105.00K) | $61.13(+159.35%) | 2026-06-30 | |
| APPF | APPFOLIO INC | 18.04% | 1.05M | $168.0M | +0.00%(+0) | $84.55(+141.24%) | 2026-06-30 | |
| FWONK | LIBERTY MEDIA CORP DEL | 14.69% | 1.44M | $136.9M | -10.98%(-177.50K) | $24.43(+324.41%) | 2026-06-30 | |
| FWONA | LIBERTY MEDIA CORP DEL | 11.13% | 1.18M | $103.7M | +0.00%(+0) | $30.36(+211.90%) | 2026-06-30 | |
| DASH | DOORDASH INC | 9.82% | 495.8K | $91.5M | +85.68%(+228.77K) | $178.14(+21.40%) | 2026-06-30 | |
| VEEV | VEEVA SYS INC | 8.08% | 423.9K | $75.2M | -6.51%(-29.50K) | $210.01(+20.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.95% | +32.93% | +6.17% | +34.92% |
| Top 20 Holdings Unweighted | +14.60% | +50.52% | +6.86% | +39.35% |
Ashe Capital Management LP reports $931.46M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are DDOG (19.3%), SHOP (18.9%) and APPF (18.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +32.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ashe Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632715). View Ashe Capital Management LP’s 13F filings on SEC