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. <br><br> 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. <br><br> 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

$797Million

as of May 15, 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

No additions were made to existing positions by Ashe Capital Management, LP

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

None of the stocks were completely sold off by Ashe Capital Management, LP

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

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%
APPF	appfolio inc	-31.7 %
SHOP	shopify inc	-25.5 %
VEEV	veeva sys inc	-21.0 %
DDOG	datadog inc	-13.0 %
BATRA	liberty media corp delaware	-12.7 %

Top 5 Losers ($)		$
APPF	appfolio inc	-79.5 M
SHOP	shopify inc	-72.0 M
BATRA	liberty media corp delaware	-23.7 M
VEEV	veeva sys inc	-21.9 M
DDOG	datadog inc	-13.4 M

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

$797.37MTotal Value

7.00Positions

15 May, 2026Last Reported

Current holdings of Current Stock Holdings of Ashe Capital Management, LP, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
APPF Appfolio Inc Appfolio IncAPPF Ashe Capital Management, LP's holding in Appfolio Inc over time	20.74%	1,047,920	$165.38M 20.74%	decreased 2.78 percentreduced

BATRA Liberty Media Corp Delaware Liberty Media Corp Delaware BATRA Ashe Capital Management, LP's holding in Liberty Media Corp Delaware over time	17.23%	1,616,020	$137.39M 17.23%	decreased 14.54 percentreduced

BATRA Liberty Media Corp Delaware Liberty Media Corp Delaware BATRA Ashe Capital Management, LP's holding in Liberty Media Corp Delaware over time	11.6%	1,184,180	$92.46M 11.6%	unchanged 0 percentunchanged

DASH Doordash Inc Doordash IncDASH Ashe Capital Management, LP's holding in Doordash Inc over time	5.03%	267,000	$40.09M 5.03%	new position

DDOG Datadog Inc Datadog IncDDOG Ashe Capital Management, LP's holding in Datadog Inc over time	10.9%	736,493	$86.94M 10.9%	decreased 2.64 percentreduced

SHOP Shopify Inc Shopify Inc SHOP Ashe Capital Management, LP's holding in Shopify Inc over time	24.51%	1,647,740	$195.46M 24.51%	decreased 5.86 percentreduced

VEEV Veeva Sys Inc Veeva Sys IncVEEV Ashe Capital Management, LP's holding in Veeva Sys Inc over time	9.99%	453,417	$79.65M 9.99%	decreased 3.1 percentreduced