Ashe Capital Management, LP Portfolio Holdings

Ashe Capital Management, LP

  • $843 Million
  • Q2 2025

Ashe Capital Management, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $843 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 $307M, Shopify Inc. with a value of $252M, Veeva Systems Inc with a value of $159M, Datadog, Inc. with a value of $125M, and Atlassian Corporation with a value of $0.

Examining the 13F form we can see an increase of $164M in the current position value, from $679M to 843M.

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 $843 Million
Technology: $684 Million
Healthcare: $159 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.5B
$307 Million 36.38% of portfolio
1,331,260
Q2 2025 Added 17.18%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $843 Million
  • Prior Value $679 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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