Ashe Capital Management, LP

Est. AUM

$797.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SHOPIFY INC	CL A SUB VTG SHS	$195.5M	1647738	24.51%	SOLE
2	APPFOLIO INC	COM CL A	$165.4M	1047915	20.74%	SOLE
3	LIBERTY MEDIA CORP DELAWARE	COM LBTY ONE S C	$137.4M	1616024	17.23%	SOLE
4	LIBERTY MEDIA CORP DELAWARE	COM LBTY ONE S A	$92.5M	1184179	11.60%	SOLE
5	DATADOG INC	CL A COM	$86.9M	736493	10.90%	SOLE
6	VEEVA SYS INC	CL A COM	$79.6M	453417	9.99%	SOLE
7	DOORDASH INC	CL A	$40.1M	267000	5.03%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.