DOSSIER · 13F-HR · Q2 2026
Ashe Capital Management, LP
$931M in tracked AUM across 7 positions as of Q2 2026.
AC
CIK 0001632715 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Ashe Capital Management, LP’s filing for the period ending September 30, 2025, reveals a highly concentrated portfolio with a dramatic reduction in assets under management (AUM). The total portfolio value stands at approximately $824.78 million, a sharp decline of 35.7% from the $1.28 billion reported in the previous quarter (June 30, 2025). This decrease in value is attributed almost entirely to active position liquidations rather than market performance, given the sale ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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