Ashe Capital Management, LP
Annual return '25
+20.8%
SPY '25
+17.7%
Alpha
+3.1ptsvs SPY
Invested
$797.4M
Holdings
7
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SHOP
SHOPIFY INC
Q4 2025: Exited (was 2.19M shares)
24.5%
02
$APPF
APPFOLIO INC
Q4 2025: Exited (was 1.33M shares)
20.7%
03
$FWONK
LIBERTY MEDIA CORP DELAWARE
Q4 2025: Exited (was 2.63M shares)
17.2%
04
$FWONA
LIBERTY MEDIA CORP DELAWARE
Q4 2025: Exited (was 1.18M shares)
11.6%
05
$DDOG
DATADOG INC
Q4 2025: Exited (was 933.9k shares)
10.9%
06
$VEEV
VEEVA SYS INC
Q4 2025: Exited (was 550.5k shares)
10.0%
07
$DASH
DOORDASH INC
Held since at least Q1 2024
5.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:15 UTC.