Ashe Capital Management as of Sept. 30, 2024
Portfolio Holdings for Ashe Capital Management
Ashe Capital Management holds 7 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Appfolio Com Cl A (APPF) | 26.2 | $329M | 1.4M | 235.40 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 22.7 | $285M | 3.7M | 77.43 | |
| Shopify Cl A (SHOP) | 17.9 | $225M | 2.8M | 80.14 | |
| Datadog Cl A Com (DDOG) | 11.0 | $138M | 1.2M | 115.06 | |
| Veeva Sys Cl A Com (VEEV) | 9.2 | $116M | 551k | 209.87 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 6.7 | $85M | 1.2M | 71.53 | |
| Atlassian Corporation Cl A (TEAM) | 6.3 | $80M | 501k | 158.81 |
