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Ashe Capital Management, LP
Ashe Capital Management, LP is a U.S.-based investment adviser headquartered in Englewood Cliffs, NJ. The firm was incorporated in Delaware and serves institutional investors and other clients with a focus on public equities. Founded in the mid-2010s, Ashe Capital employs a highly focused team investing in a concentrated portfolio of long-term holdings. The firm's filings indicate a boutique operation with under 20 employees, primarily serving as an asset manager for managed accounts and private investment funds.
Investment Strategy
Ashe Capital Management, LP follows a concentrated, research-driven investment approach, focusing primarily on public equities. The firm seeks to identify undervalued businesses with attractive long-term prospects, typically holding a small number of high-conviction positions. The investment philosophy emphasizes fundamental analysis, bottom-up stock picking, and a long-term ownership mindset, aiming to outperform through careful selection rather than broad diversification.
Latest 13F Filing Activity
Ashe Capital Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 7 equity positions with a total 13F market value of $1B. The fund increased holdings in Appfolio Inc., Shopify Inc., Liberty Media Corp. Del among other positions. Ashe Capital Management, LP reduced exposure to Atlassian Corporation, Liberty Media Corp. Del, Veeva SYS Inc. among others.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APPF | APPFOLIO INC | 23.89% | $306.6M | 1,331,260 | $82.90 | $230.28 | +$56.7M |
| LIBERTY MEDIA CORP DEL | 21.42% | $274.9M | 2,631,048 | $62.30 | $104.50 | +$38.1M | |
S SHOP | SHOPIFY INC | 19.64% | $252.1M | 2,185,712 | $43.03 | $115.35 | +$43.4M |
V VEEV | VEEVA SYS INC | 12.35% | $158.5M | 550,491 | $208.93 | $287.98 | +$31.0M |
D DDOG | DATADOG INC | 9.77% | $125.4M | 933,878 | $51.69 | $134.33 | +$32.8M |
Industry Allocation
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