Investor Details
| Filer Name: | ASHE CAPITAL MANAGEMENT, LP |
|---|---|
| CIK: | 1632715 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 7 |
| Portfolio Value: | $1.22B |
Ashe Capital Management, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| APPF | US | APPFOLIO INC - A | 1,089,919 | $269M | 22.12% | -22.0% | - |
| FWONK | US | LIBERTY MEDIA CORP-LIB-NEW-C | 2,631,048 | $244M | 20.05% | -28.4% | - |
| SHOP | US | SHOPIFY INC - CLASS A | 2,185,712 | $232M | 19.12% | -22.0% | - |
| DDOG | US | DATADOG INC - CLASS A | 933,878 | $133M | 10.98% | -22.0% | - |
| TEAM | US | ATLASSIAN CORP-CL A | 501,016 | $122M | 10.03% | - | - |
| VEEV | US | VEEVA SYSTEMS INC-CLASS A | 550,491 | $116M | 9.52% | - | - |
| FWONA | US | LIBERTY MEDIA CORP-LIB-NEW-A | 1,184,179 | $100M | 8.19% | - | - |