William R. Harker

Ashe Capital Management, Lp

Assets Managed

$797.372M

Holdings

Last Quarter

2026 - Q1

Filed Date

21d ago

Growth Rate

-22.73%(2Q avg: -24.98%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ashe Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 7 positions.

Assets under management

The assets under management (AUM) of Ashe Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 797.372M in assets, with a quarterly growth rate of -22.73% and a 2-quarter average growth rate of -24.98%. The portfolio is managed by William R. Harker, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SHOP Shopify Inc - Class A Recent Activity Decreased -5.85%	24.52%	$195.455M 1.648M shares@ $118.63 avg price	Decreased -5.85%
APPF Appfolio Inc - A Recent Activity Decreased -2.78%	20.75%	$165.382M 1.048M shares@ $157.82 avg price	Decreased -2.78%
FWONK Liberty Media Corp-lib-new-c Recent Activity Decreased -14.54%	17.24%	$137.394M 1.616M shares@ $85.02 avg price	Decreased -14.54%
FWONA Liberty Media Corp-lib-new-a Recent Activity	11.6%	$92.461M 1.184M shares@ $78.08 avg price
DDOG Datadog Inc - Class A Recent Activity Decreased -2.64%	10.91%	$86.943M 736,493 shares@ $118.06 avg price	Decreased -2.64%
VEEV Veeva Systems Inc-class A Recent Activity Decreased -3.09%	9.99%	$79.647M 453,417 shares@ $175.66 avg price	Decreased -3.09%
DASH Doordash Inc - A Recent Activity New Position	5.03%	$40.09M 267,000 shares@ $150.15 avg price	New Position

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