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: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 APPF AppFolio, Inc.
281.48
+1.72% 1.14M +4.24% 249.83M 57.59 22.34% Share
2 FWONK Formula One Gro...
102.14
+3.31% 2.63M 0.00% 236.82M 62.3 21.18% Share
3 SHOP Shopify Inc.
145.03
+1.99% 2.19M 0.00% 208.69M 43.03 18.66% Share
4 VEEV Veeva Systems I...
279.50
+1.78% 550.49K 0.00% 127.51M 208.93 11.40% Share
5 TEAM Atlassian Corpo...
176.71
+1.37% 501.02K 0.00% 106.32M 128.68 9.51% Share
6 FWONA Formula One Gro...
92.43
+3.17% 1.18M 0.00% 96.48M 56.54 8.63% Share
7 DDOG Datadog, Inc.
139.15
+0.01% 933.88K 0.00% 92.65M 51.69 8.28% Share