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, DDOG, and represent 84.98% of Ashe Capital Management's stock portfolio.
  • Added to shares of these 1 stock: DASH (+$40M).
  • Started 1 new stock position in DASH.
  • Reduced shares in these 5 stocks: FWONK (-$23M), SHOP (-$12M), APPF, VEEV, DDOG.
  • Ashe Capital Management was a net seller of stock by $-5.1M.
  • Ashe Capital Management has $797M in assets under management (AUM), dropping by -22.73%.
  • Central Index Key (CIK): 0001632715

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Portfolio Holdings for Ashe Capital Management

Ashe Capital Management holds 7 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shopify Cl A Sub Vtg Shs (SHOP) 24.5 $196M -5% 1.6M 118.62
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Appfolio Com Cl A (APPF) 20.7 $165M -2% 1.0M 157.82
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Liberty Media Corp Delaware Com Lbty One S C (FWONK) 17.2 $137M -14% 1.6M 85.02
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Liberty Media Corp Delaware Com Lbty One S A (FWONA) 11.6 $93M 1.2M 78.08
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Datadog Cl A Com (DDOG) 10.9 $87M -2% 737k 118.05
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Veeva Sys Cl A Com (VEEV) 10.0 $80M -3% 453k 175.66
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Doordash Cl A (DASH) 5.0 $40M NEW 267k 150.15
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Past Filings by Ashe Capital Management

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

View all past filings