Holdings of Ashe Capital Management, LP
6 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Technology 27.7 %
- Consumer discretionary 6.7 %
- Unattributed 65.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 6 | 601.9M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Appfolio Inc | 1,047,915 | 165.4M $ | |
| 2 | Liberty Media Corp-Liberty Formula One | 1,616,024 | 137.4M $ | |
| 3 | Liberty Media Corp-Liberty Formula One | 1,184,179 | 92.5M $ | |
| 4 | Datadog Inc | 736,493 | 86.9M $ | |
| 5 | Veeva Systems Inc | 453,417 | 79.6M $ | |
| 6 | DoorDash Inc | 267,000 | 40.1M $ |