Ashe Capital Management, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Ashe Capital Management, LP disclosed 7 US equity positions worth $1.4bn in its Q3 2025 13F filing. The largest position was APPF at 25.9% of the reported book, followed by SHOP and LLYVK. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 7 holdings.
What did Ashe Capital Management, LP own in Q3 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APPF APPFOLIO INC | Technology | 25.9% | $367.0m | 1,331,260 | 0% | held |
| 2 | SHOP SHOPIFY INC | Technology | 22.9% | $324.8m | 2,185,712 | 0% | held |
| 3 | LLYVK LIBERTY MEDIA CORP DEL | 19.4% | $274.8m | 2,631,048 | 0% | held | |
| 4 | VEEV VEEVA SYS INC | Healthcare | 11.6% | $164.0m | 550,491 | 0% | held |
| 5 | DDOG DATADOG INC | Technology | 9.4% | $133.0m | 933,878 | 0% | held |
| 6 | FWONA LIBERTY MEDIA CORP DEL | 8.0% | $112.8m | 1,184,179 | 0% | held | |
| 7 | TEAM ATLASSIAN CORPORATION | Technology | 3.0% | $42.0m | 262,734 | 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.