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Ashe Capital Management, LP

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13F filer, CIK 1632715, Englewood Cliffs, NJ

Ashe Capital Management, LP reported $1,283,415,464 across 7 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003334

Period
2025-06-30
Reported value
$1.28B
Holdings
7
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
APPFadded+195,148$44.9M

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
TEAMreduced-238,282-$48.4M

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 2025

Share positions as resolved from 13F-HR 0001172661-25-003334, largest first. % of portfolio is the value over $1,283,415,464, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397,308 shares; 2024Q4: 1,089,919 shares; 2025Q1: 1,136,112 shares; 2025Q2: 1,331,260 shares 1,331,260$307M23.89%+195,148Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675,554 shares; 2024Q4: 2,631,048 shares; 2025Q1: 2,631,048 shares; 2025Q2: 2,631,048 shares 2,631,048$275M21.42%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802,195 shares; 2024Q4: 2,185,712 shares; 2025Q1: 2,185,712 shares; 2025Q2: 2,185,712 shares 2,185,712$252M19.64%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,491 shares; 2024Q4: 550,491 shares; 2025Q1: 550,491 shares; 2025Q2: 550,491 shares 550,491$159M12.35%0Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197,279 shares; 2024Q4: 933,878 shares; 2025Q1: 933,878 shares; 2025Q2: 933,878 shares 933,878$125M9.77%0Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,179 shares; 2024Q4: 1,184,179 shares; 2025Q1: 1,184,179 shares; 2025Q2: 1,184,179 shares 1,184,179$112M8.76%0Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,016 shares; 2024Q4: 501,016 shares; 2025Q1: 501,016 shares; 2025Q2: 262,734 shares 262,734$53.4M4.16%-238,282Timeline

How Q2 2025 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 0001172661-25-003334 base2025-08-14acceptance time not in the bulk data set