Ashe Capital Management, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Ashe Capital Management, LP

CIK Number: 0001632715

1.28B
Market Value
7
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 APPF AppFolio, Inc.
252.85
-1.44% 1.33M +17.18% 306.56M 82.9 23.89% Share
2 FWONK Formula One Gro...
104.15
+1.63% 2.63M 0.00% 274.94M 62.3 21.42% Share
3 SHOP Shopify Inc.
151.30
+1.16% 2.19M 0.00% 252.12M 43.03 19.64% Share
4 VEEV Veeva Systems I...
300.78
+2.56% 550.49K 0.00% 158.53M 208.93 12.35% Share
5 DDOG Datadog, Inc.
151.57
-0.74% 933.88K 0.00% 125.45M 51.69 9.77% Share
6 FWONA Formula One Gro...
95.41
+1.84% 1.18M 0.00% 112.45M 56.54 8.76% Share
7 TEAM Atlassian Corpo...
151.05
+0.99% 262.73K -47.56% 53.36M 128.68 4.16% Share