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13F-HR filed by Ashe Capital Management, LP

Ashe Capital Management, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 7 holding rows worth $931,462,041.

Accession
0001172661-26-003464
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 7 entries on the cover page, a total value of $931,462,041 stated on the cover page (in dollars after the unit check, H1), rows summing to $931,462,041 with VALUE read as dollars as filed, 13F file number 028-16636. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DATADOGINCCLASSA23804L103STOK691,493$180,037,117dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS1,542,738$176,149,825dollars as filed
APPFOLIO INC03783C100COM CL A1,047,915$168,033,170dollars as filed
LIBERTY MEDIA CORP DEL COM LBTY ONE S C531229755Stock1,438,524$136,861,173dollars as filed
LIBERTY MEDIA CORP DEL531229771COM LBTY ONE S A1,184,179$103,663,030dollars as filed
DOORDASH INC CL A25809K105Stock495,774$91,485,176dollars as filed
VEEVA SYS INC CL A COM922475108Stock423,917$75,232,550dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-003464this filing2026-08-14acceptance time not in the bulk data set