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Ashe Capital Management, LP

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13F filer, CIK 1632715, Englewood Cliffs, NJ

Ashe Capital Management, LP reported $931,462,041 across 7 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003464

Period
2026-06-30
Reported value
$931M
Holdings
7
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DASHadded+228,774$42.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FWONKreduced-177,500-$16.9M
SHOPreduced-105,000-$12M
DDOGreduced-45,000-$11.7M
VEEVreduced-29,500-$5.24M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003464, largest first. % of portfolio is the value over $931,462,041, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,197,279 shares; 2024Q4: 933,878 shares; 2025Q1: 933,878 shares; 2025Q2: 933,878 shares; 2025Q3: 933,878 shares; 2025Q4: 756,493 shares; 2026Q1: 736,493 shares; 2026Q2: 691,493 shares 691,493$180M19.33%-45,000Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,802,195 shares; 2024Q4: 2,185,712 shares; 2025Q1: 2,185,712 shares; 2025Q2: 2,185,712 shares; 2025Q3: 2,185,712 shares; 2025Q4: 1,750,240 shares; 2026Q1: 1,647,738 shares; 2026Q2: 1,542,738 shares 1,542,738$176M18.91%-105,000Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397,308 shares; 2024Q4: 1,089,919 shares; 2025Q1: 1,136,112 shares; 2025Q2: 1,331,260 shares; 2025Q3: 1,331,260 shares; 2025Q4: 1,077,915 shares; 2026Q1: 1,047,915 shares; 2026Q2: 1,047,915 shares 1,047,915$168M18.04%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,675,554 shares; 2024Q4: 2,631,048 shares; 2025Q1: 2,631,048 shares; 2025Q2: 2,631,048 shares; 2025Q3: 2,631,048 shares; 2025Q4: 1,891,024 shares; 2026Q1: 1,616,024 shares; 2026Q2: 1,438,524 shares 1,438,524$137M14.69%-177,500Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184,179 shares; 2024Q4: 1,184,179 shares; 2025Q1: 1,184,179 shares; 2025Q2: 1,184,179 shares; 2025Q3: 1,184,179 shares; 2025Q4: 1,184,179 shares; 2026Q1: 1,184,179 shares; 2026Q2: 1,184,179 shares 1,184,179$104M11.13%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267,000 shares; 2026Q2: 495,774 shares 495,774$91.5M9.82%+228,774Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550,491 shares; 2024Q4: 550,491 shares; 2025Q1: 550,491 shares; 2025Q2: 550,491 shares; 2025Q3: 550,491 shares; 2025Q4: 467,917 shares; 2026Q1: 453,417 shares; 2026Q2: 423,917 shares 423,917$75.2M8.08%-29,500Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-003464 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-003464 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001172661-26-002047 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001172661-26-000875 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001172661-25-004867 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001172661-25-003334 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001172661-25-001983 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001172661-25-001060 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001172661-24-004730 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001172661-24-003374 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001172661-24-002394 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001172661-24-000834 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0001172661-23-003941 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001172661-23-003046 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001172661-23-002210 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001172661-23-001070 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001172661-22-002407 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001172661-22-001839 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001172661-22-001382 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001172661-22-000871 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001172661-21-002312 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001172661-21-001708 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001172661-21-001187 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001172661-21-000581 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001172661-20-002202 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001172661-20-001681 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001172661-20-001292 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001172661-20-000496 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001172661-19-002211 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0001172661-19-001806 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0001172661-19-001330 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0001172661-19-000598 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001172661-18-002143 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001172661-18-001648 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001172661-18-001171 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001172661-18-000653 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0001172661-17-001988 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0001172661-17-001647 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001172661-17-001114 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR/A 0001172661-17-000813 Quarter ended 2016-12-312017-03-20acceptance time not in the bulk data set
13F-HR/A 0001172661-17-000812 Quarter ended 2016-09-302017-03-20acceptance time not in the bulk data set
13F-HR 0001172661-17-000568 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001172661-16-004283 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001172661-16-003759 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0001172661-16-003298 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0001172661-16-002665 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR 0001172661-15-001960 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR/A 0001172661-15-001509 Quarter ended 2015-03-312015-08-14acceptance time not in the bulk data set
13F-HR 0001172661-15-001510 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0001172661-15-001086 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0001172661-15-000454 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set