Ashe Capital Management, LP
CIK Number: 0001632715
1.12B
Market Value
7
# of Holdings
14 months
Avg. Holding Period
100.00%
Win Rate
9.77%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | APPF | AppFolio, Inc. | 227.47 | +0.84% | 1.09M | -22% | 268.9M | 50.71 | 22.12% |
| 2 | FWONK | Formula One Gro... | 97.68 | +0.99% | 2.63M | -28.42% | 243.79M | 62.3 | 20.05% |
| 3 | SHOP | Shopify Inc. | 108.28 | +2.79% | 2.19M | -22% | 232.41M | 43.03 | 19.12% |
| 4 | DDOG | Datadog, Inc. | 121.86 | +1.17% | 933.88K | -22% | 133.44M | 51.69 | 10.98% |
| 5 | TEAM | Atlassian Corpo... | 200.42 | +1.83% | 501.02K | 0.00% | 121.94M | 128.68 | 10.03% |
| 6 | VEEV | Veeva Systems I... | 283.66 | +0.39% | 550.49K | 0.00% | 115.74M | 208.93 | 9.52% |
| 7 | FWONA | Formula One Gro... | 87.99 | +1.10% | 1.18M | 0.00% | 99.52M | 56.54 | 8.19% |