Ashe Capital Management, LP - Q12026 Holdings

Ashe Capital Management, LP holds 7 stocks with a total portfolio value of $ 797.37M as of Q12026. In Q12026, Ashe Capital Management, LP added 1 new position, increased stakes in 0 stocks, reduced 5 holdings, and fully exited 0 positions. The largest holding is Shopify Inc (SHOP), representing 24.51% of the total portfolio.