Ashe Capital Management, LP Long-Term Concentrated

Location: Englewood Cliffs, NJ

CIK: 0001632715 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $931M (100.0% shares, 0.0% debt)

Holdings (7)

DDOG DATADOG INC 19.3%

Value $180M Shares 691,493 Est. Cost — Unrealized —

SHOP SHOPIFY INC 18.9%

Value $176M Shares 1,542,738 Est. Cost — Unrealized —

APPF APPFOLIO INC 18.0%

Value $168M Shares 1,047,915 Est. Cost — Unrealized —

FWONK LIBERTY MEDIA CORP DEL 14.7%

Value $137M Shares 1,438,524 Est. Cost — Unrealized —

FWONA LIBERTY MEDIA CORP DEL 11.1%

Value $104M Shares 1,184,179 Est. Cost — Unrealized —

DASH DOORDASH INC 9.8%

Value $91.49M Shares 495,774 Est. Cost — Unrealized —

VEEV VEEVA SYS INC 8.1%

Value $75.23M Shares 423,917 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DDOG	DATADOG INC	691,493	$180M	19.3%	—	—	CL A COM	23804L103
SHOP	SHOPIFY INC	1,542,738	$176M	18.9%	—	—	CL A SUB VTG SHS	82509L107
APPF	APPFOLIO INC	1,047,915	$168M	18.0%	—	—	COM CL A	03783C100
FWONK	LIBERTY MEDIA CORP DEL	1,438,524	$137M	14.7%	—	—	COM LBTY ONE S C	531229755
FWONA	LIBERTY MEDIA CORP DEL	1,184,179	$104M	11.1%	—	—	COM LBTY ONE S A	531229771
DASH	DOORDASH INC	495,774	$91.49M	9.8%	—	—	CL A	25809K105
VEEV	VEEVA SYS INC	423,917	$75.23M	8.1%	—	—	CL A COM	922475108