
ASHE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | FWONK | 1.89M | $186.28M |
![]() | SHOP | 1.75M | $281.74M |
![]() | FWONA | 1.18M | $105.84M |
![]() | APPF | 1.08M | $250.78M |
![]() | DDOG | 756K | $102.88M |
![]() | VEEV | 468K | $104.45M |

Formula One Group
FWONK
Shares Held
1.89M
Value
$186.28M

Shopify Inc.
SHOP
Shares Held
1.75M
Value
$281.74M

Formula One Group
FWONA
Shares Held
1.18M
Value
$105.84M

AppFolio, Inc.
APPF
Shares Held
1.08M
Value
$250.78M

Datadog, Inc.
DDOG
Shares Held
756K
Value
$102.88M

Veeva Systems Inc.
VEEV
Shares Held
468K
Value
$104.45M
