SEC Form 13F

Ashe Capital Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$931,462,041
Positions7

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DATADOG INCDDOGCL A COM$180,037,117691,493
SHOPIFY INCSHOPCL A SUB VTG SHS$176,149,8251,542,738
APPFOLIO INCAPPFCOM CL A$168,033,1701,047,915
LIBERTY MEDIA CORP DELFWONKCOM LBTY ONE S C$136,861,1731,438,524
LIBERTY MEDIA CORP DELFWONACOM LBTY ONE S A$103,663,0301,184,179
DOORDASH INCDASHCL A$91,485,176495,774
VEEVA SYS INCVEEVCL A COM$75,232,550423,917

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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