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Disclosery

Ashe Capital Management, LP: SHOP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ashe Capital Management, LP on SHOP, newest first. How the timeline and the estimate are built.

Ashe Capital Management, LP held 1,542,738 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,542,738 shares
    Change vs previous 13F -105,000 shares

    18.91% of the 13F portfolio, value $176,149,825.

    13F-HR 0001172661-26-003464 filed by Ashe Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,647,738 shares
    Change vs previous 13F -102,502 shares

    24.51% of the 13F portfolio, value $195,454,682.

    13F-HR 0001172661-26-002047 filed by Ashe Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,750,240 shares
    Change vs previous 13F -435,472 shares

    27.3% of the 13F portfolio, value $281,736,133.

    13F-HR 0001172661-26-000875 filed by Ashe Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,185,712 shares
    Change vs previous 13F 0 shares

    22.9% of the 13F portfolio, value $324,818,660.

    13F-HR 0001172661-25-004867 filed by Ashe Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,185,712 shares
    Change vs previous 13F 0 shares

    19.64% of the 13F portfolio, value $252,121,879.

    13F-HR 0001172661-25-003334 filed by Ashe Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,185,712 shares
    Change vs previous 13F 0 shares

    18.66% of the 13F portfolio, value $208,691,782.

    13F-HR 0001172661-25-001983 filed by Ashe Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,185,712 shares
    Change vs previous 13F -616,483 shares

    19.12% of the 13F portfolio, value $232,406,757.

    13F-HR 0001172661-25-001060 filed by Ashe Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,802,195 shares
    Change vs previous 13F not available

    17.88% of the 13F portfolio, value $224,567,907.

    13F-HR 0001172661-24-004730 filed by Ashe Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).