Ashe Capital Management, LP

报告期 2026-03-31 · CIK 0001632715

持仓数

前50大市值合计

$797.4M

报告期

2026-03-31

当前持仓调仓

前 7 大持仓

标的

类型

市值

股数

占比*

SHOP SHOPIFY INC

CL A SUB VTG SHS

$195.5M

1,647,738

24.5%

APPF APPFOLIO INC

COM CL A

$165.4M

1,047,915

20.7%

FWONK LIBERTY MEDIA CORP DELAWARE

COM LBTY ONE S C

$137.4M

1,616,024

17.2%

FWONA LIBERTY MEDIA CORP DELAWARE

COM LBTY ONE S A

$92.5M

1,184,179

11.6%

DDOG DATADOG INC

CL A COM

$86.9M

736,493

10.9%

VEEV VEEVA SYS INC

CL A COM

$79.6M

453,417

10.0%

DASH DOORDASH INC

CL A

$40.1M

267,000

5.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

95%前 6 大占比

SHOP24.5%APPF20.7%FWONK17.2%FWONA11.6%DDOG10.9%VEEV10.0%