Ashe Capital Management, LP
Follow13F filer, CIK 1632715, Englewood Cliffs, NJ
Ashe Capital Management, LP reported $1,255,653,499 across 7 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-24-004730
- Period
- 2024-09-30
- Reported value
- $1.26B
- Holdings
- 7
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Holdings, Q3 2024
Share positions as resolved from 13F-HR 0001172661-24-004730, largest first. % of portfolio is the value over $1,255,653,499, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| APPFAPPFOLIO INC | 1,397,308 | $329M | 26.2% | 0 | Timeline | ||
| FWONKLIBERTY MEDIA CORP DEL | 3,675,554 | $285M | 22.67% | 0 | Timeline | ||
| SHOPSHOPIFY INC | 2,802,195 | $225M | 17.88% | 0 | Timeline | ||
| DDOGDATADOG INC | 1,197,279 | $138M | 10.97% | 0 | Timeline | ||
| VEEVVEEVA SYS INC | 550,491 | $116M | 9.2% | 0 | Timeline | ||
| FWONALIBERTY MEDIA CORP DEL | 1,184,179 | $84.7M | 6.75% | 0 | Timeline | ||
| TEAMATLASSIAN CORPORATION | 501,016 | $79.6M | 6.34% | 0 | Timeline |
How Q3 2024 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001172661-24-004730 | base | 2024-11-14 | acceptance time not in the bulk data set |