Ashe Capital Management as of June 30, 2026
Portfolio Holdings for Ashe Capital Management
Ashe Capital Management holds 7 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Datadog Cl A Com (DDOG) | 19.3 | $180M | 692k | 260.36 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 18.9 | $176M | 1.5M | 114.18 | |
| Appfolio Com Cl A (APPF) | 18.0 | $168M | 1.0M | 160.35 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 14.7 | $137M | 1.4M | 95.14 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 11.1 | $104M | 1.2M | 87.54 | |
| Doordash Cl A (DASH) | 9.8 | $92M | 496k | 184.53 | |
| Veeva Sys Cl A Com (VEEV) | 8.1 | $75M | 424k | 177.47 |
