Ashe Capital Management as of June 30, 2024
Portfolio Holdings for Ashe Capital Management
Ashe Capital Management holds 7 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Appfolio Com Cl A (APPF) | 28.2 | $342M | 1.4M | 244.57 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 21.8 | $264M | 3.7M | 71.84 | |
| Shopify Cl A (SHOP) | 15.3 | $185M | 2.8M | 66.05 | |
| Datadog Cl A Com (DDOG) | 12.8 | $155M | 1.2M | 129.69 | |
| Veeva Sys Cl A Com (VEEV) | 8.3 | $101M | 551k | 183.01 | |
| Atlassian Corporation Cl A (TEAM) | 7.3 | $89M | 501k | 176.88 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 6.3 | $76M | 1.2M | 64.23 |
