Ashe Capital Management as of Dec. 31, 2025
Portfolio Holdings for Ashe Capital Management
Ashe Capital Management holds 6 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A Sub Vtg Shs (SHOP) | 27.3 | $282M | 1.8M | 160.97 | |
| Appfolio Com Cl A (APPF) | 24.3 | $251M | 1.1M | 232.65 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 18.1 | $186M | 1.9M | 98.51 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 10.3 | $106M | 1.2M | 89.38 | |
| Veeva Sys Cl A Com (VEEV) | 10.1 | $105M | 468k | 223.23 | |
| Datadog Cl A Com (DDOG) | 10.0 | $103M | 757k | 135.99 |
