Ashe Capital Management

Latest statistics and disclosures from Ashe Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SHOP, APPF, FWONK, FWONA, VEEV, and represent 90.03% of Ashe Capital Management's stock portfolio.
  • Reduced shares in these 6 stocks: FWONK (-$73M), SHOP (-$70M), APPF (-$59M), TEAM (-$42M), DDOG (-$24M), VEEV (-$18M).
  • Sold out of its position in TEAM.
  • Ashe Capital Management was a net seller of stock by $-287M.
  • Ashe Capital Management has $1.0B in assets under management (AUM), dropping by -27.24%.
  • Central Index Key (CIK): 0001632715

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Portfolio Holdings for Ashe Capital Management

Ashe Capital Management holds 6 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shopify Cl A Sub Vtg Shs (SHOP) 27.3 $282M -19% 1.8M 160.97
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Appfolio Com Cl A (APPF) 24.3 $251M -19% 1.1M 232.65
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Liberty Media Corp Del Com Lbty One S C (FWONK) 18.1 $186M -28% 1.9M 98.51
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Liberty Media Corp Del Com Lbty One S A (FWONA) 10.3 $106M 1.2M 89.38
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Veeva Sys Cl A Com (VEEV) 10.1 $105M -15% 468k 223.23
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Datadog Cl A Com (DDOG) 10.0 $103M -18% 757k 135.99
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Past Filings by Ashe Capital Management

SEC 13F filings are viewable for Ashe Capital Management going back to 2014

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