Ashe Capital Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $797M in reported equity holdings across 7 positions. The largest holdings are SHOP (24.5%), APPF (20.7%), FWONA (17.2%), FWONA (11.6%), DDOG (10.9%). The portfolio is concentrated in Other (100.0%). Data sourced from SEC EDGAR 13F filings (CIK 1632715).