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Ashe Capital Management, LP

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13F filer, CIK 1632715, Englewood Cliffs, NJ

Ashe Capital Management, LP reported $797,371,962 across 7 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002047

Period
2026-03-31
Reported value
$797M
Holdings
7
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DASHnew+267,000$40.1M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FWONKreduced-275,000-$23.4M
SHOPreduced-102,502-$12.2M
APPFreduced-30,000-$4.73M
VEEVreduced-14,500-$2.55M
DDOGreduced-20,000-$2.36M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002047, largest first. % of portfolio is the value over $797,371,962, 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; 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; 2026Q1: 1,647,738 shares 1,647,738$195M24.51%-102,502Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,047,915 shares 1,047,915$165M20.74%-30,000Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,616,024 shares 1,616,024$137M17.23%-275,000Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,184,179 shares 1,184,179$92.5M11.6%0Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 736,493 shares 736,493$86.9M10.9%-20,000Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 453,417 shares 453,417$79.6M9.99%-14,500Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267,000 shares 267,000$40.1M5.03%newTimeline

How Q1 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 0001172661-26-002047 base2026-05-15acceptance time not in the bulk data set