Ashe Capital Management, LP
Sector Allocation
- Technology64.4%$599.5M
- Communication Services25.8%$240.5M
- Consumer Discretionary9.8%$91.5M
AUM History
13fpro.ai/research/fund/ashe-capital-management-lp-1632715
Conviction and streaks
Stable · top 10 = 100.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ashe-capital-management-lp-1632715
Ashe Capital Management, LP 13F holdings — Q2 2026
$931.5M portfolio (+16.8% QoQ) · 7 holdings · Q2 2026 13F · top 10 are 100% of the stock portfolio
$180.0M
19.3% of stocks
-6%This quarter—Since Q-end—HeldAIQuality69.1#272Est. buy—$176.1M
18.9% of stocks
-6%This quarter—Since Q-end—HeldAIQuality64.9#490Est. buy—$168.0M
18.0% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality70.1#223Est. buy—$136.9M
14.7% of stocks
-11%This quarter—Since Q-end—HeldAIQuality63.0#651Est. buy—$103.7M
11.1% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality63.0#651Est. buy—$91.5M
9.8% of stocks
+86%This quarter—Since Q-end—Held$75.2M
8.1% of stocks
-7%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $180.0M | 19.3% | -6% | — | — | 69.1#272 | — | ||
| 2 | $176.1M | 18.9% | -6% | — | — | 64.9#490 | — | ||
| 3 | $168.0M | 18.0% | No change | — | — | 70.1#223 | — | ||
| 4 | $136.9M | 14.7% | -11% | — | — | 63.0#651 | — | ||
| 5 | $103.7M | 11.1% | No change | — | — | 63.0#651 | — | ||
| 6 | $91.5M | 9.8% | +86% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $75.2M | 8.1% | -7% | — | — | AI quality score is Pro: unlock with a free trial | — |
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 1 added to, 4 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
Holdings by quarter
Every 13F Ashe Capital Management, LP has filed, 39 earlier quarters. Pick one to see what it held then.
Portfolio Overview
Ashe Capital Management, LP disclosed 7 positions worth $931.5M in its Form 13F-HR for Q2 2026, led by $DDOG (Datadog, Inc.) at 19.3% of the equity portfolio, followed by $SHOP and $APPF. The portfolio is most concentrated in Technology (64.4% of disclosed assets). All figures are sourced directly from Ashe Capital Management, LP’s Form 13F-HR filing with the SEC under CIK 1632715.
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AI-Powered Hedge Fund Analysis: Ashe Capital Management, LP
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