Ashe Capital Management, LP Portfolio Holdings

Ashe Capital Management, LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $679 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 $250M, Shopify Inc. with a value of $209M, Veeva Systems Inc with a value of $128M, Datadog, Inc. with a value of $92.7M, and Atlassian Corporation with a value of $0.

Examining the 13F form we can see an decrease of $71.8M in the current position value, from $750M to 679M.

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.