Ashe Capital Management, LP holdings history

37 is the total number of securities Ashe Capital Management, LP has owned. The longest Ashe Capital Management, LP has owned a single stock is 30 quarters.

Ashe Capital Management, LP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
LBRDK LIBERTY BROADBAND CORP30300.16%9.40%13.24%Q4 2014Q1 202230
LBRDA LIBERTY BROADBAND CORP30301.38%6.72%10.58%Q4 2014Q1 202230
FWONK LIBERTY MEDIA CORP DEL...29297.34%18.47%33.92%Q2 2016Q2 202329
APPF APPFOLIO INC29290.32%12.78%24.87%Q3 2016Q3 202329
FWONA LIBERTY MEDIA CORP DEL...29290.22%2.87%7.30%Q2 2016Q2 202329
LILAK LIBERTY LATIN AMERICA LTD24246.16%8.29%11.06%Q4 2017Q3 202324
LILA LIBERTY LATIN AMERICA LTD24242.20%3.59%6.16%Q4 2017Q3 202324
ALSN ALLISON TRANSMISSION H...202017.89%29.93%35.77%Q4 2014Q3 201920
LSXMK LIBERTY MEDIA CORP DEL...20202.63%5.17%6.49%Q2 2016Q1 202120
LSXMA LIBERTY MEDIA CORP DEL...20200.61%1.29%1.61%Q2 2016Q1 202120
DDOG DATADOG INC16160.23%9.08%15.69%Q4 2019Q3 202316
ST SENSATA TECHNOLOGIES H...131310.08%15.37%21.44%Q4 2014Q4 201713
CDAY CERIDIAN HCM HLDG INC12127.01%10.55%16.22%Q4 2018Q3 202112
LUK LEUCADIA NATL CORP12120.91%10.18%14.98%Q4 2014Q3 201712
LYV LIVE NATION ENTERTAINM...10102.30%5.84%8.74%Q4 2014Q1 201710
MORN MORNINGSTAR INC883.49%11.11%15.07%Q4 2014Q3 20168
SHOP SHOPIFY INC775.57%10.91%16.06%Q1 2022Q3 20237
TEAM ATLASSIAN CORP PLC664.37%7.86%11.41%Q2 2021Q3 20226
LMCK LIBERTY MEDIA CORP DEL...665.11%5.64%6.92%Q4 2014Q1 20166
P PANDORA MEDIA INC661.96%4.07%6.48%Q2 2017Q3 20186
LMCA LIBERTY MEDIA CORP DEL...661.94%2.14%2.60%Q4 2014Q1 20166
FROG JFROG LTD550.37%5.75%7.98%Q3 2020Q3 20215
ATLASSIAN CORPORATION447.46%8.44%9.49%Q4 2022Q3 20234
ST SENSATA TECHNOLOGIES H...442.55%7.40%10.24%Q1 2018Q4 20184
LILAK LIBERTY GLOBAL PLC444.09%5.13%7.27%Q4 2016Q3 20174
LILA LIBERTY GLOBAL PLC442.10%2.30%2.46%Q4 2016Q3 20174
Z ZILLOW GROUP INC333.67%4.42%5.25%Q4 2021Q2 20223
ZG ZILLOW GROUP INC330.55%0.65%0.76%Q4 2021Q2 20223
TWLO TWILIO INC223.08%4.52%5.96%Q4 2019Q1 20202
BATRK LIBERTY MEDIA CORP DEL...220.30%0.31%0.32%Q2 2016Q3 20162
BATRA LIBERTY MEDIA CORP DEL...220.07%0.07%0.07%Q2 2016Q3 20162
LIBERTY MEDIA CORP DEL1124.14%24.14%24.14%Q3 2023Q3 20231
LIBERTY MEDIA CORP DEL115.61%5.61%5.61%Q3 2023Q3 20231
LIBERTY MEDIA CORP DEL110.53%0.53%0.53%Q3 2023Q3 20231
ATLANTA BRAVES HLDGS INC110.50%0.50%0.50%Q3 2023Q3 20231
LBRKR LIBERTY BROADBAND CORP110.31%0.31%0.31%Q4 2014Q4 20141
LIBERTY MEDIA CORP DEL110.14%0.14%0.14%Q3 2023Q3 20231

The securities at the top of the list , including LIBERTY BROADBAND CORP, LIBERTY BROADBAND CORP, and LIBERTY MEDIA CORP DELAWARE, are the highest-conviction holdings of Ashe Capital Management, LP.

The conviction is calculated by counting the number of quarters a security has been reported by Ashe Capital Management, LP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Ashe Capital Management, LP owns currently or has owned in the past.