Ashe Capital Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $1.0B in reported equity holdings across 6 positions. The largest holdings are SHOP (27.3%), APPF (24.3%), FWONA (18.1%), FWONA (10.3%), VEEV (10.1%). The portfolio is concentrated in Other (100.0%). Data sourced from SEC EDGAR 13F filings (CIK 1632715).