Generalist · Englewood Cliffs, NJ
Ashe Capital Management
Q4 2018 · compared with Q3 2018
Filed as Ashe Capital Management, LP
- Software
- $94.8M
- Weight of 13F
- 7.7%
- Names
- 1
- Net bought
- +$18.1M
Filed 14 February 2019 · SEC filing.
12 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20264 names$599M−$22.9M
- Q1 20264 names$527M−$29.4M
- Q4 20254 names$740M−$226M
- Q3 20255 names$1.0BFlat
- Q2 20255 names$896M−$7.7M
- Q1 20255 names$785M+$11.4M
- Q4 20245 names$872M−$152M
- Q3 20245 names$886MFlat
- Q2 20245 names$871M+$43.7M
- Q1 20245 names$891M+$59.3M
- Q4 20234 names$734M−$82.9M
- Q3 20234 names$710MFlat
- Q2 20234 names$716MFlat
- Q1 20234 names$552MFlat
- Q4 20224 names$455M+$79.4M
- Q3 20223 names$418M+$43.8M
- Q2 20223 names$369M+$1.2B
- Q1 20223 names$514M+$173M
- Q4 20212 names$481M−$91.1M
- Q3 20213 names$521MFlat
- Q2 20213 names$544M+$18.4M
- Q1 20213 names$495M+$76.8M
- Q4 20203 names$558M+$179M
- Q3 20203 names$359M+$5.1M
- Q2 20202 names$376M−$64.1M
- Q1 20203 names$298M+$81.6M
- Q4 20193 names$223M+$50.8M
- Q3 20191 name$152MFlat
- Q2 20191 name$164MFlat
- Q1 20191 name$127MFlat
- Q4 20181 name$94.8M+$18.1M
- Q3 20181 name$107MFlat
- Q2 20181 name$83.8M+$2.4M
- Q1 20181 name$53.5M+$5.0M
- Q4 20171 name$49.4MFlat
- Q3 20171 name$57.0MFlat
- Q2 20171 name$38.8MFlat
- Q1 20171 name$32.3M+$28.4M
- Q4 20160 names$0−$33.3M
- Q3 20161 name$33.3M−$20.2M
- Q2 20161 name$54.5M—
What moved the book
The five software lines with the largest share change this quarter.