ACM
Ashe Capital Management Portfolio holdings
AUM
$1.28B
1-Year Est. Return
35.8%
1 Year Est. Return
+35.8%
AUM
$1.28B
AUM Growth
+$165M
(+15%)
Holding
7
Sector Composition
| 1 | Technology | 57.46% |
| 2 | Communication Services | 30.18% |
| 3 | Healthcare | 12.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
AppFolio
APPF
$9.36B
| $307M | 23.89% |
1,331,260
+195,148
|
|
||
2
Liberty Media Series C
FWONK
$24.9B
| $275M | 21.42% |
2,631,048
|
|
||
3
Shopify
SHOP
$221B
| $252M | 19.64% |
2,185,712
|
|
||
4
Veeva Systems
VEEV
$47.4B
| $159M | 12.35% |
550,491
|
|
||
5
Datadog
DDOG
$56.6B
| $125M | 9.77% |
933,878
|
|
||
6
Liberty Media Series A
FWONA
$22.7B
| $112M | 8.76% |
1,184,179
|
|
||
7
Atlassian
TEAM
$45.1B
| $53.4M | 4.16% |
262,734
-238,282
|
|