Ashe Capital Management as of March 31, 2026
Portfolio Holdings for Ashe Capital Management
Ashe Capital Management holds 7 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A Sub Vtg Shs (SHOP) | 24.5 | $196M | 1.6M | 118.62 | |
| Appfolio Com Cl A (APPF) | 20.7 | $165M | 1.0M | 157.82 | |
| Liberty Media Corp Delaware Com Lbty One S C (FWONK) | 17.2 | $137M | 1.6M | 85.02 | |
| Liberty Media Corp Delaware Com Lbty One S A (FWONA) | 11.6 | $93M | 1.2M | 78.08 | |
| Datadog Cl A Com (DDOG) | 10.9 | $87M | 737k | 118.05 | |
| Veeva Sys Cl A Com (VEEV) | 10.0 | $80M | 453k | 175.66 | |
| Doordash Cl A (DASH) | 5.0 | $40M | 267k | 150.15 |
