Ashe Capital Management as of June 30, 2025
Portfolio Holdings for Ashe Capital Management
Ashe Capital Management holds 7 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Appfolio Com Cl A (APPF) | 23.9 | $307M | 1.3M | 230.28 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 21.4 | $275M | 2.6M | 104.50 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 19.6 | $252M | 2.2M | 115.35 | |
| Veeva Sys Cl A Com (VEEV) | 12.4 | $159M | 551k | 287.98 | |
| Datadog Cl A Com (DDOG) | 9.8 | $125M | 934k | 134.33 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 8.8 | $112M | 1.2M | 94.96 | |
| Atlassian Corporation Cl A (TEAM) | 4.2 | $53M | 263k | 203.09 |
