Ashe Capital Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $931M in reported equity holdings across 7 positions. The largest holdings are DDOG (19.3%), SHOP (18.9%), APPF (18.0%), FWONA (14.7%), FWONA (11.1%). The portfolio is concentrated in Other (100.0%). Data sourced from SEC EDGAR 13F filings (CIK 1632715).