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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