ASHE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHOP | 1.65M | $195.45M |
 | FWONK | 1.62M | $137.39M |
 | FWONA | 1.18M | $92.46M |
 | APPF | 1.05M | $165.38M |
 | DDOG | 736K | $86.94M |
 | VEEV | 453K | $79.65M |
 | DASH | 267K | $40.09M |
Shopify Inc.
SHOP
Shares Held
1.65M
Value
$195.45M
Formula One Group
FWONK
Shares Held
1.62M
Value
$137.39M
Formula One Group
FWONA
Shares Held
1.18M
Value
$92.46M
AppFolio, Inc.
APPF
Shares Held
1.05M
Value
$165.38M
Datadog, Inc.
DDOG
Shares Held
736K
Value
$86.94M
Veeva Systems Inc.
VEEV
Shares Held
453K
Value
$79.65M
DoorDash, Inc.
DASH
Shares Held
267K
Value
$40.09M