Ashe Capital Management’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159M Hold
550,491
12.35% 4
2025
Q1
$128M Hold
550,491
11.4% 4
2024
Q4
$116M Hold
550,491
9.52% 6
2024
Q3
$116M Hold
550,491
9.2% 5
2024
Q2
$101M Buy
550,491
+242,491
+79% +$44.4M 8.32% 5
2024
Q1
$71.4M Buy
+308,000
New +$71.4M 5.82% 6