account_balance
Investment manager · 13F filer · SEC CIK 1632715
Ashe Capital Management, LP
Reported value$931Mas of Jun 30, 2026
Positions7 0 new, 0 sold out
Top 10 weight100.0%DDOG alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 7 stocks.
DDOGDatadog Inc
19.3%Trimmed −6%
SHOPShopify Inc
18.9%Trimmed −6%
APPFAppfolio Inc
18.0%
FWONKLiberty Media Corp
14.7%Trimmed −11%
FWONALiberty Media Corp
11.1%
DASHDoordash Inc
9.8%Added +86%
VEEVVeeva Sys Inc
8.1%Trimmed −7%
DDOGDatadog Inc
19.3%Trimmed −6%
SHOPShopify Inc
18.9%Trimmed −6%
APPFAppfolio Inc
18.0%
FWONKLiberty Media Corp
14.7%Trimmed −11%
FWONALiberty Media Corp
11.1%
DASHDoordash Inc
9.8%Added +86%
VEEV8.1%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed