Ashe Capital Management, LP - Portfolio Stock Holdings

Ashe Capital Management, LP disclosed 7 stock positions in a recent SEC 13F filing. $791,151,752 of stock holdings were filed, with the largest holdings including SHOP, APPF, and FWONK. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $1,038,689,554 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.