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.
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 |
F FWONK | 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 |