The Analysis of Ashe Capital Management, LP's Holdings & P&L


Currently, Ashe Capital Management, LP holds 7 types of securities in its portfolio with a total value $797.4M. In the most recent quarter, they have increased their positions in DASH (+267.0K shares, valued at $40.1M); decreased their positions in FWONK (-275.0K shares, valued at $23.4M), SHOP (-102.5K shares, valued at $12.2M), APPF (-30.0K shares, valued at $4.7M); initiated new positions in DASH (+267.0K shares, valued at $40.1M).


1M P&L
+176.3M+18.85%
3M P&L
+243.5M+28.05%
HY P&L
+267.4M+31.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application447.8M
56.2%
2Entertainment137.4M
17.2%
3N/A92.5M
11.6%

Top Industries by Stock Count

1Software - Application3 stocks
42.9%
2Internet Content & Information1 stocks
14.3%
3N/A1 stocks
14.3%
Stock Holdings
SHOP
SHOPIFY INC
-5.86%
Shares1.6M
Event2026-03-31
Filed2026-05-15
APPF
APPFOLIO INC
-2.78%
Shares1.0M
Event2026-03-31
Filed2026-05-15
FWONK
LIBERTY MEDIA CORP DELAWARE
-14.54%
Shares1.6M
Event2026-03-31
Filed2026-05-15
FWONA
LIBERTY MEDIA CORP DELAWARE
0.00%
Shares1.2M
Event2026-03-31
Filed2026-05-15
DDOG
DATADOG INC
-2.64%
Shares736.5K
Event2026-03-31
Filed2026-05-15
VEEV
VEEVA SYS INC
-3.10%
Shares453.4K
Event2026-03-31
Filed2026-05-15
DASH
DOORDASH INC
New
Shares267.0K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available