ACM
Ashe Capital Management Portfolio holdings
AUM
$1.42B
1-Year Est. Return
45.15%
1 Year Est. Return
+45.15%
AUM
$1.42B
AUM Growth
+$135M
(+11%)
Holding
7
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 61.11% |
| 2 | Communication Services | 27.33% |
| 3 | Healthcare | 11.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
AppFolio
APPF
$8.47B
| $367M | 25.87% |
1,331,260
|
|
||
2
Shopify
SHOP
$217B
| $325M | 22.9% |
2,185,712
|
|
||
3
Liberty Media Series C
FWONK
$24B
| $275M | 19.38% |
2,631,048
|
|
||
4
Veeva Systems
VEEV
$35.9B
| $164M | 11.56% |
550,491
|
|
||
5
Datadog
DDOG
$48.5B
| $133M | 9.38% |
933,878
|
|
||
6
Liberty Media Series A
FWONA
$21.9B
| $113M | 7.95% |
1,184,179
|
|
||
7
Atlassian
TEAM
$43.4B
| $42M | 2.96% |
262,734
|
|