Ashe Capital Management, LP - Portfolio Stock Holdings

Ashe Capital Management, LP disclosed 7 stock positions in a recent SEC 13F filing. $931,462,042 of stock holdings were filed, with the largest holdings including DDOG, SHOP, and APPF. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 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.