Ashe Capital Management as of March 31, 2020
Portfolio Holdings for Ashe Capital Management
Ashe Capital Management holds 12 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Appfolio (APPF) | 18.4 | $199M | 1.8M | 110.95 | |
| Liberty Media Corp Series C Li | 14.7 | $159M | 5.9M | 27.23 | |
| Liberty Broadband Cl C (LBRDK) | 13.2 | $143M | 1.3M | 110.72 | |
| Ceridian Hcm Hldg (DAY) | 12.4 | $133M | 2.7M | 50.07 | |
| Liberty Broadband Corporation (LBRDA) | 10.2 | $110M | 1.0M | 107.00 | |
| Liberty Latin America Ser C (LILAK) | 8.1 | $87M | 8.5M | 10.26 | |
| Twilio Inc cl a (TWLO) | 6.0 | $64M | 719k | 89.49 | |
| Liberty Media Corp Delaware Com C Siriusxm | 5.2 | $56M | 1.8M | 31.62 | |
| Liberty Latin America (LILA) | 4.5 | $49M | 4.6M | 10.52 | |
| Datadog Inc Cl A (DDOG) | 3.2 | $35M | 970k | 35.98 | |
| Liberty Media Corp Del Com Ser | 2.9 | $31M | 1.2M | 25.82 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.3 | $14M | 438k | 31.69 |
