13F Pro

Hedge Funds Similar to Ashe

13F Portfolio OverlapQ2 2026Ashe portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ashe Capital Management, LP is an institutional investor managing $931M across 7 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ashe are Sellaronda Global, Nellore, Islander Partners, with shared positions in $FWONA, $DASH, $VEEV, $APPF, $SHOP, $DDOG. The full ranking of 16 similar funds is below.

#1Sellaronda Global Management LPActive
Highly similar · 3 shared positions
$FWONA$DASH$VEEV
$160M
10 positions
#2Nellore Capital Management LLCSmart money
Substantial overlap · 3 shared positions
$APPF$VEEV$DASH
$901M
10 positions
#3Islander Capital Partners, L.P.Active
Notable overlap · 3 shared positions
$SHOP$FWONA$DASH
$276M
13 positions
#4Benchstone Capital Management LPActive
Notable overlap · 3 shared positions
$FWONA$DASH$SHOP
$828M
37 positions
#5Exane Asset ManagementActive
Notable overlap · 3 shared positions
$DDOG$DASH$SHOP
$277M
28 positions
#6BROWN CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$DDOG$VEEV$APPF
$500M
54 positions
#7Foxhaven Asset Management, LPActive
Notable overlap · 3 shared positions
$DASH$FWONA$SHOP
$3.7B
16 positions
#8Stony Point Capital LLCActive
Notable overlap · 3 shared positions
$SHOP$DASH$DDOG
$1.5B
30 positions
#9DEEPWATER ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$DDOG$SHOP$DASH
$220M
35 positions
#10SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SHOP$DASH$DDOG
$26.9B
71 positions
#11CROSSLINK CAPITAL INCSmart money
Some overlap · 4 shared positions
$DDOG$DASH$APPF$VEEV
$1.4B
22 positions
#12Ardmore Road Asset Management LPPassive
Some overlap · 3 shared positions
$FWONA$DASH$SHOP
$1.7B
70 positions
#13Hobart Private Capital, LLCActive
Some overlap · 3 shared positions
$DDOG$DASH$SHOP
$583M
137 positions
#14DF DENT & CO INCPassive
Some overlap · 3 shared positions
$DDOG$VEEV$APPF
$5.3B
271 positions
#15Kinetic Partners Management, LPSmart money
Slight overlap · 3 shared positions
$DASH$DDOG$SHOP
$4.2B
47 positions
#16ICONIQ Capital, LLCSmart money
Slight overlap · 3 shared positions
$SHOP$DASH$DDOG
$3.5B
76 positions

Compare Ashe’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ashe’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.