Ashe Capital Management, LP — 13F holdings

Ashe Capital Management, LP reported 7 holdings worth $931M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. DDOG DATADOG INC — $180M (19.3%)
2. SHOP SHOPIFY INC — $176M (18.9%)
3. APPF APPFOLIO INC — $168M (18.0%)
4. FWONK LIBERTY MEDIA CORP DEL — $137M (14.7%)
5. FWONA LIBERTY MEDIA CORP DEL — $104M (11.1%)
6. DASH DOORDASH INC — $91.5M (9.8%)
7. VEEV VEEVA SYS INC — $75.2M (8.1%)