Ashe Capital Management, LP

Englewood Cliffs, NJ · CIK 1632715 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2014 · limited partnership

Assets managed$1.0bn
Staff5 · 5 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $1.0bn gross assets
Form ADV · 2026-03-31SEC adviser record

$931.5m reported value +16.8% vs Q1 2026

7positions

100.0%in top 10

0 new 1 added 4 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DATADOG INC CL A COM DDOG	DDOG	691,493	$180.0m19.33%	19.33%	Reduced -45.0k	-45,000 -6.1%
2	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	1,542,738	$176.1m18.91%	18.91%	Reduced -105.0k	-105,000 -6.4%
3	APPFOLIO INC COM CL A APPF	APPF	1,047,915	$168.0m18.04%	18.04%	Unchanged
4	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	1,438,524	$136.9m14.69%	14.69%	Reduced -177.5k	-177,500 -11.0%
5	LIBERTY MEDIA CORP DEL COM LBTY ONE S A FWONA	FWONA	1,184,179	$103.7m11.13%	11.13%	Unchanged
6	DOORDASH INC CL A DASH	DASH	495,774	$91.5m9.82%	9.82%	Added +228.8k	+228,774 85.7%
7	VEEVA SYS INC CL A COM VEEV	VEEV	423,917	$75.2m8.08%	8.08%	Reduced -29.5k	-29,500 -6.5%

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
APPFOLIO INC APPF · 13G · filed 2025-08-14	APPF	5.8%≈ $213.5m	+1.1 pts	13G	2025-08-14