Ashe Capital Management, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Ashe Capital Management, LP reported 7 stock positions worth $1.2 billion. Its top holding was Appfolio Class A (APPF) at 22.1% of the portfolio, followed by Liberty Media Class C (FWONK, 20.1%) and Shopify Class A (SHOP, 19.1%). Compared with Q3 2024, it reduced 4. The biggest sale was Appfolio Class A (APPF, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- Englewood Cliffs, NJ
- CIK
- 0001632715
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001172661-25-001060 ↗ filed Feb 14, 2025
Holdings Value
Holdings 7 stocks · $1.2B
| APPF Appfolio Inc. Class A | 22.12% | 1,089,919 | $268.9M | Reduce -22.0% |
| FWONK Liberty Media Corp. Class C | 20.05% | 2,631,048 | $243.8M | Reduce -28.4% |
| SHOP Shopify Inc. Class A | 19.12% | 2,185,712 | $232.4M | Reduce -22.0% |
| DDOG Datadog Inc. Class A | 10.98% | 933,878 | $133.4M | Reduce -22.0% |
| TEAM Atlassian Corp. Class A | 10.03% | 501,016 | $121.9M | No change |
| VEEV Veeva Systems Inc. Class A | 9.52% | 550,491 | $115.7M | No change |
| FWONA Liberty Media Corp. Class A | 8.19% | 1,184,179 | $99.5M | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
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 |