Ashe Capital Management as of March 31, 2025
Portfolio Holdings for Ashe Capital Management
Ashe Capital Management holds 7 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Appfolio Com Cl A (APPF) | 22.3 | $250M | 1.1M | 219.90 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 21.2 | $237M | 2.6M | 90.01 | |
| Shopify Cl A (SHOP) | 18.7 | $209M | 2.2M | 95.48 | |
| Veeva Sys Cl A Com (VEEV) | 11.4 | $128M | 551k | 231.63 | |
| Atlassian Corporation Cl A (TEAM) | 9.5 | $106M | 501k | 212.21 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 8.6 | $97M | 1.2M | 81.47 | |
| Datadog Cl A Com (DDOG) | 8.3 | $93M | 934k | 99.21 |
