Ashe Capital Management, LP - Q42025 Holdings

Ashe Capital Management, LP holds 6 stocks with a total portfolio value of $ 1.03B as of Q42025. In Q42025, Ashe Capital Management, LP added 0 new positions, increased stakes in 0 stocks, reduced 5 holdings, and fully exited 1 position. The largest holding is Shopify Inc (SHOP), representing 27.30% of the total portfolio.