Ashe Capital Management, LP Portfolio Holdings

Ashe Capital Management, LP

  • $989 Million
  • Q3 2025

Ashe Capital Management, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $989 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Appfolio Inc with a value of $367M, Shopify Inc. with a value of $325M, Veeva Systems Inc with a value of $164M, Datadog, Inc. with a value of $133M, and Liberty Media Corp Del with a value of $0.

Examining the 13F form we can see an increase of $146M in the current position value, from $843M to 989M.

Ashe Capital Management, LP is based out at Englewood Cliffs, NJ

Below you can find more details about Ashe Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $989 Million
Technology: $825 Million
Healthcare: $164 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5B
$367 Million 37.11% of portfolio
1,331,260
Q2 2025 Added 17.18%
$174B
$325 Million 32.85% of portfolio
2,185,712
Q4 2024 Reduced 22.0%
$41.2B
$164 Million 16.59% of portfolio
550,491
Q2 2024 Added 78.73%
$53.8B
$133 Million 13.45% of portfolio
933,878
Q4 2024 Reduced 22.0%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 0.92%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 28.42%
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 47.56%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $989 Million
  • Prior Value $843 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Ashe Capital Management, LP Portfolio

Follow Ashe Capital Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ashe Capital Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Ashe Capital Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email