Asset Manager
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Ashe Capital Management, LP
Market Value
$1.4B
+10.5%
Holdings
7
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 6 | $1.1B | 74.1% |
| Mid Cap | 1 | $367M | 25.9% |
Portfolio Analytics
Avg Market Cap
$62.8B
Median Market Cap
$44.4B
Avg P/E
56.5
Median P/E
45.3
Avg Dividend Yield
—%
Avg Beta
1.19
# Stocks
7
# ETFs / Funds
0
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | APPF | 25.87% | 1,331,260 | $367M | $275.66 | $60M | — | — | |
| 2 | SHOP | 22.90% | 2,185,712 | $325M | $148.61 | $73M | — | — | |
| 3 | FWONK | 19.38% | 2,631,048 | $275M | $104.45 | -$132K | — | — | |
| 4 | VEEV | 11.56% | 550,491 | $164M | $297.91 | $5M | — | — | |
| 5 | DDOG | 9.38% | 933,878 | $133M | $142.40 | $8M | — | — | |
| 6 | FWONA | 7.95% | 1,184,179 | $113M | $95.22 | $308K | — | — | |
| 7 | TEAM | 2.96% | 262,734 | $42M | $159.70 | -$11M | — | — |