Ashe Capital Management, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Ashe Capital Management, LP disclosed 7 US equity positions worth $1.1bn in its Q1 2025 13F filing. The largest position was APPF at 22.3% of the reported book, followed by LLYVK and SHOP. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 7 holdings.
What did Ashe Capital Management, LP own in Q1 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | APPF APPFOLIO INC | Technology | 22.3% | $249.8m | 1,136,112 | 4% | added |
| 2 | LLYVK LIBERTY MEDIA CORP DEL | 21.2% | $236.8m | 2,631,048 | 0% | held | |
| 3 | SHOP SHOPIFY INC | Technology | 18.7% | $208.7m | 2,185,712 | 0% | held |
| 4 | VEEV VEEVA SYS INC | Healthcare | 11.4% | $127.5m | 550,491 | 0% | held |
| 5 | TEAM ATLASSIAN CORPORATION | Technology | 9.5% | $106.3m | 501,016 | 0% | held |
| 6 | FWONA LIBERTY MEDIA CORP DEL | 8.6% | $96.5m | 1,184,179 | 0% | held | |
| 7 | DDOG DATADOG INC | Technology | 8.3% | $92.7m | 933,878 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.