Ashe Capital Management, LP reported 7 holdings worth US$931M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Ashe Capital Management, LP reported 7 holdings worth US$931M as of Jun 30, 2026. Largest: Liberty Media Corporation - Series A Liberty Formula One, Datadog, Inc. and Shopify Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 7
- Value as reported
- US$931M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Liberty Media Corporation - Series A Liberty Formula One | 2.53M | US$241M | 25.8% |
| Datadog, Inc. | 691K | US$180M | 19.3% |
| Shopify Inc. | 1.54M | US$176M | 18.9% |
| Appfolio, Inc. | 1.05M | US$168M | 18.0% |
| Doordash, Inc. | 496K | US$91.5M | 9.8% |
| Veeva Systems Inc. | 424K | US$75.2M | 8.1% |