Golden Door Asset
Census

Generalist · Englewood Cliffs, NJ

Ashe Capital Management

Q4 2021 · compared with Q3 2021

Filed as Ashe Capital Management, LP

Software
$481M
Weight of 13F
31.2%
Names
2
Net bought
−$91.1M

Filed 14 February 2022 · SEC filing.

11 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.

Software held