Ashe Capital Management
William Crowley
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
7
Market Value
$931.5M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| DDOG | 19.3% | 10.9% | 10.0% | 9.4% |
| SHOP | 18.9% | 24.5% | 27.3% | 22.9% |
| APPF | 18.0% | 20.7% | 24.3% | 25.9% |
| FWONK | 14.7% | 17.2% | 18.1% | 19.4% |
| FWONA | 11.1% | 11.6% | 10.3% | 8.0% |
| DASH | 9.8% | 5.0% | - | - |
| VEEV | 8.1% | 10.0% | 10.1% | 11.6% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
SHOP+28.90%
APPF+36.48%
VEEV+41.17%
DASH+20.50%
FWONK+9.48%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
DDOG-10.68%
Sector Analysis
Healthcare8.1%
Technology56.3%
Communication Services25.8%
Consumer Discretionary9.8%
Trading Summary
No stocks in this category