Ashe Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ashe Capital Management, LP disclosed 7 US equity positions worth $931.5m in its Q2 2026 13F filing. The largest position was DDOG at 19.3% of the reported book, followed by SHOP and APPF. Against the Q1 2026 filing, it opened 0 new positions, added to 1 and reduced 4 among the top 7 holdings.
What did Ashe Capital Management, LP own in Q2 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | DDOG DATADOG INC | Technology | 19.3% | $180.0m | 691,493 | -6% | reduced |
| 2 | SHOP SHOPIFY INC | Technology | 18.9% | $176.1m | 1,542,738 | -6% | reduced |
| 3 | APPF APPFOLIO INC | Technology | 18.0% | $168.0m | 1,047,915 | 0% | held |
| 4 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 14.7% | $136.9m | 1,438,524 | -11% | reduced |
| 5 | FWONA LIBERTY MEDIA CORP DEL | Communication Services | 11.1% | $103.7m | 1,184,179 | 0% | held |
| 6 | DASH DOORDASH INC | Consumer Cyclical | 9.8% | $91.5m | 495,774 | 86% | added |
| 7 | VEEV VEEVA SYS INC | Healthcare | 8.1% | $75.2m | 423,917 | -7% | reduced |
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.