StockDriftsStockDriftsTop 7 Ashe Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | 24.51% | 1.65M | $195.5M | -5.86%(-102.50K) | $61.13(+64.05%) | 2026-03-31 | |
| APPF | APPFOLIO INC | 20.74% | 1.05M | $165.4M | -2.78%(-30.00K) | $84.55(+79.42%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DELAWARE | 17.23% | 1.62M | $137.4M | -14.54%(-275.00K) | $24.43(+266.50%) | 2026-03-31 | |
| FWONA | LIBERTY MEDIA CORP DELAWARE | 11.6% | 1.18M | $92.5M | +0.00%(+0) | $30.36(+170.30%) | 2026-03-31 | |
| DDOG | DATADOG INC | 10.9% | 736.5K | $86.9M | -2.64%(-20.00K) | $53.02(+292.24%) | 2026-03-31 | |
| VEEV | VEEVA SYS INC | 9.99% | 453.4K | $79.6M | -3.10%(-14.50K) | $210.01(-24.36%) | 2026-03-31 | |
| DASH | DOORDASH INC | 5.03% | 267.0K | $40.1M | new | $188.31(-15.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.41% | +30.99% |
| Top 20 Holdings Unweighted | +11.71% | +39.40% |
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