Holders — by stockHoldings — by fund

Ashe Capital Management, LP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001632715

$931.5M

disclosed book value

positions

19.3%

largest position share

Positions, as of 2026-06-30

top 7 of 7 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#	Issuer	Shares	Value	% of book
1	DDOGDATADOG INC	691,493	$180.0M	19.3%
2	SHOPSHOPIFY INC	1.5M	$176.1M	18.9%
3	APPFAPPFOLIO INC	1.0M	$168.0M	18%
4	FWONKLIBERTY MEDIA CORP DEL	1.4M	$136.9M	14.7%
5	FWONALIBERTY MEDIA CORP DEL	1.2M	$103.7M	11.1%
6	DASHDOORDASH INC	495,774	$91.5M	9.8%
7	VEEVVEEVA SYS INC	423,917	$75.2M	8.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.