Ashe Capital Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Ashe Capital Management, LP reported 7 stock positions worth $931.5 million. Its top holding was Datadog Class A (DDOG) at 19.3% of the portfolio, followed by Shopify Class A (SHOP, 18.9%) and Appfolio Class A (APPF, 18.0%). Compared with Q1 2026, it added to 1 and reduced 4. The biggest buy was DoorDash Class A (DASH, shares +86%) and the biggest sale Shopify Class A (SHOP, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Englewood Cliffs, NJ
- CIK
- 0001632715
- Portfolio Value
- $931.5M (Q2 2026)
- SEC Filing
- 0001172661-26-003464 ↗ filed Aug 14, 2026
Holdings Value
Holdings 7 stocks · $931.5M
| DDOG Datadog Inc. Class A | 19.33% | 691,493 | $180.0M | Reduce -6.1% |
| SHOP Shopify Inc. Class A | 18.91% | 1,542,738 | $176.1M | Reduce -6.4% |
| APPF Appfolio Inc. Class A | 18.04% | 1,047,915 | $168.0M | No change |
| FWONK Liberty Media Corp. Class C | 14.69% | 1,438,524 | $136.9M | Reduce -11.0% |
| FWONA Liberty Media Corp. Class A | 11.13% | 1,184,179 | $103.7M | No change |
| DASH DoorDash Inc. Class A | 9.82% | 495,774 | $91.5M | Add +85.7% |
| VEEV Veeva Systems Inc. Class A | 8.08% | 423,917 | $75.2M | Reduce -6.5% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| DASH DoorDash Inc. Class A | Add +85.7% | 9.82% | +4.79 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $931.5M | DDOG, SHOP, APPF, FWONK, FWONA |
| Q1 2026 | 7 | $797.4M | SHOP, APPF, FWONK, FWONA, DDOG |
| Q4 2025 | 6 | $1.0B | SHOP, APPF, FWONK, FWONA, VEEV |
| Q3 2025 | 7 | $1.4B | APPF, SHOP, FWONK, VEEV, DDOG |
| Q2 2025 | 7 | $1.3B | APPF, FWONK, SHOP, VEEV, DDOG |
| Q1 2025 | 7 | $1.1B | APPF, FWONK, SHOP, VEEV, TEAM |
| Q4 2024 | 7 | $1.2B | APPF, FWONK, SHOP, DDOG, TEAM |
| Q3 2024 | 7 | $1.3B | APPF, FWONK, SHOP, DDOG, VEEV |
| Q2 2024 | 7 | $1.2B | APPF, FWONK, SHOP, DDOG, VEEV |
| Q1 2024 | 9 | $1.2B | APPF, FWONK, SHOP, DDOG, TEAM |