ACM
Ashe Capital Management Portfolio holdings
AUM
$1.28B
1-Year Est. Return
35.8%
1 Year Est. Return
+35.8%
AUM
$1.12B
AUM Growth
-$97.4M
(-8%)
Holding
7
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 58.79% |
| 2 | Communication Services | 29.8% |
| 3 | Healthcare | 11.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
AppFolio
APPF
$9.42B
| $250M | 22.34% |
1,136,112
+46,193
|
|
||
2
Liberty Media Series C
FWONK
$24.9B
| $237M | 21.18% |
2,631,048
|
|
||
3
Shopify
SHOP
$225B
| $209M | 18.66% |
2,185,712
|
|
||
4
Veeva Systems
VEEV
$48B
| $128M | 11.4% |
550,491
|
|
||
5
Atlassian
TEAM
$46.3B
| $106M | 9.51% |
501,016
|
|
||
6
Liberty Media Series A
FWONA
$22.7B
| $96.5M | 8.63% |
1,184,179
|
|
||
7
Datadog
DDOG
$56.5B
| $92.7M | 8.28% |
933,878
|
|