Ashe Capital Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Ashe Capital Management, LP | Institutional Filer | ▼ 22.73% | $797.4M | 7 |
Current Portfolio Holdings
Showing all 7 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SHOP | Shopify Inc. | Technology | 1.6M | $195.5M | 24.51% |
| 2 | APPF | AppFolio, Inc. | Technology | 1.0M | $165.4M | 20.74% |
| 3 | FWONK | Formula One Group | Communication Services | 1.6M | $137.4M | 17.23% |
| 4 | FWONA | LIBERTY MEDIA CORP DELAWARE | — | 1.2M | $92.5M | 11.60% |
| 5 | DDOG | Datadog, Inc. | Technology | 736K | $86.9M | 10.90% |
| 6 | VEEV | Veeva Systems Inc. | Healthcare | 453K | $79.6M | 9.99% |
| 7 | DASH | DoorDash, Inc. | Communication Services | 267K | $40.1M | 5.03% |
Showing 1 to 7 of 7 holdings