AC
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Ashe Capital Management, LP13F | |
| Ashe Capital Management, LP | |
| Last update 2025-05-15 | 7 Stocks (0 new) |
| Value $1.12 Bil | Turnover 1 % |
Ashe Capital Management, LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APPF | AppFolio Inc | 1,136,112 | 249,831.0 | +4.24% | 22.340 | +0.91% | 3.150 | +15.98% | +3.55% | 9,205.0 | Software | |
FWONK | Liberty Media Corp | 2,631,048 | 236,820.6 | 0% | 21.180 | 0% | 1.050 | +22.00% | +11.08% | 25,414.0 | Media - Diversified | |
SHOP | Shopify Inc | 2,185,712 | 208,691.8 | 0% | 18.660 | 0% | 0.170 | +44.34% | +16.35% | 160,055.7 | Software | |
VEEV | Veeva Systems Inc | 550,491 | 127,510.2 | 0% | 11.400 | 0% | 0.340 | +32.17% | +35.65% | 46,605.2 | Healthcare Providers & Services | |
TEAM | Atlassian Corp | 501,016 | 106,320.6 | 0% | 9.510 | 0% | 0.190 | -0.93% | -18.46% | 52,091.7 | Software | |
FWONA | Liberty Media Corp | 1,184,179 | 96,475.1 | 0% | 8.630 | 0% | 0.470 | +22.04% | +11.02% | 25,448.8 | Media - Diversified | |
DDOG | Datadog Inc | 933,878 | 92,650.0 | 0% | 8.280 | 0% | 0.270 | +58.49% | +1.40% | 50,038.2 | Software |
Ashe Capital Management, LP's Historical Top Holdings Breakdowns
Ashe Capital Management, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
APPF | AppFolio Inc | 2025-03-31 | Add Add | +0.91% | 206.66 ($229.4) 260.64 | $255.49 | 11.37% | Add 4.24% | 1,136,112 | 46,193 | |
FWONK | Liberty Formula One Group | 2024-12-31 | Reduce Reduce | -6.44% | 74.39 ($85.03) 95.49 | $102.93 | 21.05% | Reduce -28.42% | 2,631,048 | -1,044,506 | |
APPF | AppFolio Inc | 2024-12-31 | Reduce Reduce | -5.76% | 192.07 ($234.15) 269.26 | $255.49 | 9.11% | Reduce -22% | 1,089,919 | -307,389 | |
SHOP | Shopify Inc | 2024-12-31 | Reduce Reduce | -3.93% | 78.14 ($97.56) 119.49 | $123.71 | 26.80% | Reduce -22% | 2,185,712 | -616,483 | |
DDOG | Datadog Inc | 2024-12-31 | Reduce Reduce | -2.41% | 116.22 ($137.72) 168.65 | $144.89 | 5.21% | Reduce -22% | 933,878 | -263,401 | |
VEEV | Veeva Systems Inc | 2024-06-30 | Add Add | +3.66% | 171.41 ($198.49) 230.39 | $285.20 | 43.68% | Add 78.73% | 550,491 | 242,491 | |
FWONK | Liberty Formula One Group | 2024-06-30 | Reduce Reduce | -1.70% | 65.54 ($70.58) 75.55 | $102.93 | 45.83% | Reduce -7.94% | 3,675,554 | -317,000 | |
APPF | AppFolio Inc | 2024-06-30 | Reduce Reduce | -1.02% | 208.5 ($232.98) 249.87 | $255.49 | 9.66% | Reduce -3.5% | 1,397,308 | -50,725 | |
LILAK | Liberty Latin America Ltd | 2024-06-30 | Sold Out Sold Out | -0.18% | 6.96 ($8.2) 9.62 | $6.64 | -19.02% | Sold Out | 0 | -311,285 | |
LILA | Liberty Latin America Ltd | 2024-06-30 | Sold Out Sold Out | -0.10% | 6.95 ($8.2) 9.61 | $6.52 | -20.49% | Sold Out | 0 | -173,997 |
Ashe Capital Management, LP Total Holding History ($B)
Ashe Capital Management, LP's Asset Allocation
Ashe Capital Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ashe Capital Management, LP's Hypothetical Growth since 2025-03-31
Ashe Capital Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ashe Capital Management, LP's Holdings Heat Map
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Ashe Capital Management, LP's Holdings Bubble Chart
Ashe Capital Management, LP News
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