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CIK: 0001632715
Total reported value
$931.5M
$931.5M
7 檔
107.4%
During the Q4 2024 filing period, Ashe Capital Management, LP (CIK: 0001632715) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $931.5M across 7 reported positions.
In Q4 2024, Ashe Capital Management, LP adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APPF | Appfolio Inc - A | Stock-Tech | 22.12% | -2.70% | -22.00% | |
| 2 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 20.05% | -2.54% | -28.42% | |
| 3 | SHOP | Shopify Inc - Class A | Stock-Tech | 19.12% | -5.60% | -22.00% | |
| 4 | DDOG | Datadog Inc - Class A | Stock-Tech | 10.98% | +8.43% | -22.00% | |
| 5 | TEAM | Atlassian Corp-cl A | Stock-Tech | 10.03% | — | — | |
| 6 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 9.52% | -1.91% | — | |
| 7 | FWONA | Liberty Media Corp-formula-a | Stock-Other | 8.19% | -0.47% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TEAM | Atlassian Corp-cl A | +3.7% | — | Unchanged |
| 2 | FWONA | Liberty Media Corp-formula-a | +1.4% | — | Unchanged |
| 3 | SHOP | Shopify Inc - Class A | +1.2% | -22.00% | Trim |
| 4 | VEEV | Veeva Systems Inc-class A | +0.3% | — | Unchanged |
| 5 | DDOG | Datadog Inc - Class A | 0% | -22.00% | Trim |
| 6 | FWONK | Liberty Media Corp-formula-c | -2.6% | -28.42% | Trim |
| 7 | APPF | Appfolio Inc - A | -4.1% | -22.00% | Trim |
According to official SEC Form 13F filings, Ashe Capital Management, LP reported a total U.S. public equity portfolio value of $931.5M across 7 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including APPF, FWONK, SHOP) accounted for 107.4% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
APPF
前期市值: $328.9M
During Q4 2024, Ashe Capital Management, LP's top holdings by market value included APPF (22.1%)、FWONK (20.1%)、SHOP (19.1%). The largest single position, APPF, represented 22.1% of total portfolio value.
In Q4 2024, Ashe Capital Management, LP made 4 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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