Ashe Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DOORDASH INC(DASH) | 0 | 267,000 | +267,000 | 0 | 40,090,050 | 5.03% | +40,090,050 |
| LIBERTY MEDIA CORP DELAWARE(FWONA) | 1,184,179 | 1,184,179 | 0 | 105,841,919 | 92,460,696 | 11.60% | -13,381,223 |
| DATADOG INC(DDOG) | 756,493 | 736,493 | -20,000 | 102,875,483 | 86,942,999 | 10.90% | -15,932,484 |
| VEEVA SYS INC(VEEV) | 467,917 | 453,417 | -14,500 | 104,453,112 | 79,647,230 | 9.99% | -24,805,882 |
| LIBERTY MEDIA CORP DELAWARE(FWONA) | 1,891,024 | 1,616,024 | -275,000 | 186,284,774 | 137,394,360 | 17.23% | -48,890,414 |
| APPFOLIO INC(APPF) | 1,077,915 | 1,047,915 | -30,000 | 250,776,925 | 165,381,945 | 20.74% | -85,394,980 |
| SHOPIFY INC(SHOP) | 1,750,240 | 1,647,738 | -102,502 | 281,736,133 | 195,454,682 | 24.51% | -86,281,451 |