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Ashe Capital Management, LP

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13F filer, CIK 1632715, Englewood Cliffs, NJ

Ashe Capital Management, LP reported $1,031,968,346 across 6 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000875

Period
2025-12-31
Reported value
$1.03B
Holdings
6
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FWONKreduced-740,024-$72.9M
SHOPreduced-435,472-$70.1M
APPFreduced-253,345-$58.9M
TEAMexited-262,734-$42M
DDOGreduced-177,385-$24.1M

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000875, largest first. % of portfolio is the value over $1,031,968,346, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,750,240$282M27.3%-435,472Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,077,915$251M24.3%-253,345Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,891,024$186M18.05%-740,024Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,184,179$106M10.26%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,491 shares; 2024Q4: 550,491 shares; 2025Q1: 550,491 shares; 2025Q2: 550,491 shares; 2025Q3: 550,491 shares; 2025Q4: 467,917 shares 467,917$104M10.12%-82,574Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 756,493$103M9.97%-177,385Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TEAMATLASSIAN CORPORATION262,734$42Mshares

How Q4 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 0001172661-26-000875 base2026-02-17acceptance time not in the bulk data set