Ashe Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ashe Capital Management, LP disclosed 7 US equity positions worth $797.4m in its Q1 2026 13F filing. The largest position was SHOP at 24.5% of the reported book, followed by APPF and LLYVK.
What did Ashe Capital Management, LP own in Q1 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SHOP SHOPIFY INC | Technology | 24.5% | $195.5m | 1,647,738 | – | |
| 2 | APPF APPFOLIO INC | Technology | 20.7% | $165.4m | 1,047,915 | – | |
| 3 | LLYVK LIBERTY MEDIA CORP DELAWARE | Communication Services | 17.2% | $137.4m | 1,616,024 | – | |
| 4 | FWONA LIBERTY MEDIA CORP DELAWARE | Communication Services | 11.6% | $92.5m | 1,184,179 | – | |
| 5 | DDOG DATADOG INC | Technology | 10.9% | $86.9m | 736,493 | – | |
| 6 | VEEV VEEVA SYS INC | Healthcare | 10.0% | $79.6m | 453,417 | – | |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 5.0% | $40.1m | 267,000 | – |
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.