Latest Ashe Capital Management, LP Stock Portfolio
$797Million– No. of Holdings #7
About Ashe Capital Management, LP and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ashe Capital Management, LP reported an equity portfolio of $797.4 Millions as of 31 Mar, 2026.
The top stock holdings of Ashe Capital Management, LP are SHOP, APPF, BATRA. The fund has invested 24.5% of it's portfolio in SHOPIFY INC and 20.7% of portfolio in APPFOLIO INC.
They significantly reduced their stock positions in LIBERTY MEDIA CORP DELAWARE (BATRA), SHOPIFY INC (SHOP) and VEEVA SYS INC (VEEV). Ashe Capital Management, LP opened new stock positions in DOORDASH INC (DASH).
The top stock holdings of Ashe Capital Management, LP are SHOP, APPF, BATRA. The fund has invested 24.5% of it's portfolio in SHOPIFY INC and 20.7% of portfolio in APPFOLIO INC.
They significantly reduced their stock positions in LIBERTY MEDIA CORP DELAWARE (BATRA), SHOPIFY INC (SHOP) and VEEVA SYS INC (VEEV). Ashe Capital Management, LP opened new stock positions in DOORDASH INC (DASH).
Ashe Capital Management, LP Equity Portfolio Value
Last Reported on: 15 May, 2026
Ashe Capital Management, LP Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| doordash inc | 40,090,000 |
New stocks bought by Ashe Capital Management, LP
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| liberty media corp delaware | -14.54 |
| shopify inc | -5.86 |
| veeva sys inc | -3.1 |
| appfolio inc | -2.78 |
| datadog inc | -2.64 |
Ashe Capital Management, LP reduced stake in above stock
Sold off
Sector Distribution
- Others
- Technology
- Healthcare
- Communication Services
| Sector | % |
|---|---|
| Others | 53.3 |
| Technology | 31.6 |
| Healthcare | 10 |
| Communication Services | 5 |
Market Cap. Distribution
- UNALLOCATED
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 53.3 |
| LARGE-CAP | 25.9 |
| MID-CAP | 20.7 |
Stocks belong to which Index?
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 50.4 |
| RUSSELL 2000 | 49.6 |
Ashe Capital Management, LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Ashe Capital Management, LP
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| APPF | appfolio inc | 20.74 | 1,047,920 | 165,382,000 | reduced | -2.78 | ||
| BATRA | liberty media corp delaware | 17.23 | 1,616,020 | 137,394,000 | reduced | -14.54 | ||
| BATRA | liberty media corp delaware | 11.60 | 1,184,180 | 92,460,700 | unchanged | 0.00 | ||
| DASH | doordash inc | 5.03 | 267,000 | 40,090,000 | new | |||
| DDOG | datadog inc | 10.90 | 736,493 | 86,943,000 | reduced | -2.64 | ||
| SHOP | shopify inc | 24.51 | 1,647,740 | 195,455,000 | reduced | -5.86 | ||
| VEEV | veeva sys inc | 9.99 | 453,417 | 79,647,200 | reduced | -3.1 | ||