Ashe Capital Management, LP
Net seller this quarter
$931M
7
-$3.61M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DDOG | $180M | 19.33% | 0.88% | -6.1% | Q4 2019 |
 SHOP | $176M | 18.91% | 0.39% | -6.4% | Q1 2022 |
 APPF | $168M | 18.04% | Not reported | Not reported | Q3 2016 |
 FWONK | $137M | 14.69% | Not reported | -11.0% | Q2 2016 |
| FWONA | $104M | 11.13% | Not reported | Not reported | Q3 2023 |
 DASH | $91.5M | 9.82% | Not reported | +85.7% | Q1 2026 |
 VEEV | $75.2M | 8.08% | 0.26% | -6.5% | Q1 2024 |
| Q1 2026 | |||||
| SHOP | $195M | 24.51% | 0.42% | -5.9% | Q1 2022 |
| APPF | $165M | 20.74% | Not reported | -2.8% | Q3 2016 |
| FWONK | $137M | 17.23% | Not reported | -14.5% | Q2 2016 |
| FWONA | $92.5M | 11.60% | Not reported | Not reported | Q3 2023 |
| DDOG | $86.9M | 10.90% | 0.94% | -2.6% | Q4 2019 |
| VEEV | $79.6M | 9.99% | 0.28% | -3.1% | Q1 2024 |
| DASH | $40.1M | 5.03% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| SHOP | $282M | 27.30% | 0.45% | -19.9% | Q1 2022 |
| APPF | $251M | 24.30% | Not reported | -19.0% | Q3 2016 |
| FWONK | $186M | 18.05% | Not reported | -28.1% | Q2 2016 |
| FWONA | $106M | 10.26% | Not reported | Not reported | Q3 2023 |
| VEEV | $104M | 10.12% | 0.28% | -15.0% | Q1 2024 |
| DDOG | $103M | 9.97% | 0.97% | -19.0% | Q4 2019 |
| Q3 2025 | |||||
| APPF | $367M | 25.87% | Not reported | Not reported | Q3 2016 |
| SHOP | $325M | 22.90% | 0.56% | Not reported | Q1 2022 |
| FWONK | $275M | 19.38% | Not reported | Not reported | Q2 2016 |
| VEEV | $164M | 11.56% | 0.34% | Not reported | Q1 2024 |
| DDOG | $133M | 9.38% | 1.19% | Not reported | Q4 2019 |
| FWONA | $113M | 7.95% | Not reported | Not reported | Q3 2023 |
 TEAM | $42M | 2.96% | Not reported | Not reported | Q2 2021 |