Ashe Capital Management, LP

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 ...