Ashe Capital Management as of Sept. 30, 2025
Portfolio Holdings for Ashe Capital Management
Ashe Capital Management holds 7 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Appfolio Com Cl A (APPF) | 25.9 | $367M | 1.3M | 275.66 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 22.9 | $325M | 2.2M | 148.61 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 19.4 | $275M | 2.6M | 104.45 | |
| Veeva Sys Cl A Com (VEEV) | 11.6 | $164M | 551k | 297.91 | |
| Datadog Cl A Com (DDOG) | 9.4 | $133M | 934k | 142.40 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 8.0 | $113M | 1.2M | 95.22 | |
| Atlassian Corporation Cl A (TEAM) | 3.0 | $42M | 263k | 159.70 |
