13FBOX
Ashe Capital Management, LP · 13F Holdings
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Ashe Capital Management, LP

No.2902 Data as of 2026Q2
Latest AUM (Q2 2026)
$931.5M
QoQ Change Q1 2026
+$134.1M+16.8%
Holdings
7
New Buys
0
Adds
1
Reduces
4
Exits
0
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DATADOG INCDDOG
19.33%10.9%$180.0M691,493$86.9M736,493-45,000-6.11%Reduce
SHOPIFY INCSHOP
18.91%24.51%$176.1M1.5M$195.5M1.6M-105,000-6.37%Reduce
AAPPFOLIO INCAPPF
18.04%20.74%$168.0M1.0M$165.4M1.0M00.00%Unchanged
LIBERTY MEDIA CORP DELFWONK
14.69%17.23%$136.9M1.4M$137.4M1.6M-177,500-10.98%Reduce
LIBERTY MEDIA CORP DELFWONA
11.13%11.6%$103.7M1.2M$92.5M1.2M00.00%Unchanged
DDOORDASH INCDASH
9.82%5.03%$91.5M495,774$40.1M267,000+228,774+85.68%Add
VEEVA SYS INCVEEV
8.08%9.99%$75.2M423,917$79.6M453,417-29,500-6.51%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow