Ashe Capital Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Ashe Capital Management, LP held in its portfolio 6 assets valued at $1,031,968,346 (i.e. $1.03B).

The most valuable assets in the portfolio included: SHOPIFY INC ($281.74M), APPFOLIO INC ($250.78M), and LIBERTY MEDIA CORP DEL ($186.29M).

The chart below shows the top 6 valuable assets, and the table below shows the top 6 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Ashe Capital Management, LP Portfolio

SHOPIFY INC

APPFOLIO INC

LIBERTY MEDIA CORP DEL

VEEVA SYS INC

DATADOG INC

Ashe Capital Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SHOPIFY INC	1750240	281736133	CL A SUB VTG SHS
APPFOLIO INC	1077915	250776925	COM CL A
LIBERTY MEDIA CORP DEL	1891024	186284774	COM LBTY ONE S C
LIBERTY MEDIA CORP DEL	1184179	105841919	COM LBTY ONE S A
VEEVA SYS INC	467917	104453112	CL A COM
DATADOG INC	756493	102875483	CL A COM