Arkolith/Funds/Ashe Capital Management, LP

Ashe Capital Management, LP

CIK 1632715Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Ashe Capital Management, LP holds a concentrated book of 7 stocks worth $797.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Doordash Inc - A and trimmed Shopify Inc - Class A. Their largest long position is Shopify Inc - Class A at 25% of the equity book. Cloning the disclosed picks since 2015 would be +80% (+5.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Ashe Capital Management, LP's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
0
existing
Trimmed
5
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+79.9%
+5.3%/yr · since Feb '15
Their reported book
+108.2%
held from quarter-end
S&P 500
+324.7%
same window
$8K$17K$26K$35K$43KFeb '15May '17Sep '19Dec '21Apr '24Jul '26
Ashe Capital Management, LP (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +108.2%, a 28.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Ashe Capital Management, LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
85%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
66%
Communication Services
29%
Industrials
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ashe Capital Management, LP

Manager / fundShared namesTheir $ in those
VANGUARD GROUP INC7 / 7$30.0B
BlackRock, Inc.7 / 7$12.9B
VANGUARD CAPITAL MANAGEMENT LLC7 / 7$12.3B
FMR LLC7 / 7$8.4B
PRICE T ROWE ASSOCIATES INC /MD/7 / 7$6.8B
MORGAN STANLEY7 / 7$6.7B
STATE STREET CORP7 / 7$5.3B
GEODE CAPITAL MANAGEMENT, LLC7 / 7$5.0B

Ranked by how many of Ashe Capital Management, LP's top 7 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

7 positions
#SecurityValueShares% PortLast moveHistory
1Shopify Inc
CL A SUB VTG SHS
$195.5M1.65M
24.5%
▼−5.8%
Reduced · −103K sh
2Appfolio Inc
COM CL A
$165.4M1.05M
20.7%
▼−2.8%
Reduced · −30K sh
3Liberty Media Corp Delaware
COM LBTY ONE S C
$137.4M1.62M
17.2%
▼−15%
Reduced · −275K sh
4Liberty Media Corp Delaware
COM LBTY ONE S A
$92.5M1.18M
11.6%
—Held
5Datadog Inc
CL A COM
$86.9M736.5K
10.9%
▼−2.6%
Reduced · −20K sh
6Veeva Sys Inc
CL A COM
$79.6M453.4K
10.0%
▼−3.1%
Reduced · −15K sh
7Doordash Inc
CL A
$40.1M267.0K
5.0%
▲New
New position
Showing all 7 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20267$797.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20266$1.0B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20257$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20257$1.3B13F-HR
Q1 2025Mar 31, 2025May 15, 20257$1.1B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20257$1.2B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20247$1.3B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20247$1.2B13F-HR
Q1 2024Mar 31, 2024May 15, 20249$1.2B13F-HR
Q4 2023Dec 31, 2023Feb 13, 20248$1.2B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202311$1.2B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20238$1.3B13F-HR
Q1 2023Mar 31, 2023May 15, 20238$1.1B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20238$911.0M13F-HR
Q3 2022Sep 30, 2022Nov 14, 20228$1.0B13F-HR
Q2 2022Jun 30, 2022Aug 15, 202210$1.1B13F-HR
Q1 2022Mar 31, 2022May 16, 202212$1.4B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202211$1.5B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202111$1.7B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202111$1.6B13F-HR
Q1 2021Mar 31, 2021May 17, 202112$1.5B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202112$1.6B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202012$1.4B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202011$1.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.