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Ashe Capital Management, LP
特别关注No.2902 数据截至 2026Q2环比变动 Q1 2026
+$1.34亿+16.8%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 DatadogDDOG |
| 19.33% | 10.9% | $1.80亿 | 69.1万股 | $8,694.3万 | 73.6万股 | -4.5万股-6.11% | 减仓 |
 ShopifySHOP |
| 18.91% | 24.51% | $1.76亿 | 154.3万股 | $1.95亿 | 164.8万股 | -10.5万股-6.37% | 减仓 |
| AAPPFOLIOAPPF |
| 18.04% | 20.74% | $1.68亿 | 104.8万股 | $1.65亿 | 104.8万股 | 00.00% | 持仓不变 |
 自由媒体FWONK |
| 14.69% | 17.23% | $1.37亿 | 143.9万股 | $1.37亿 | 161.6万股 | -17.8万股-10.98% | 减仓 |
 自由媒体FWONA |
| 11.13% | 11.6% | $1.04亿 | 118.4万股 | $9,246.1万 | 118.4万股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 9.82% | 5.03% | $9,148.5万 | 49.6万股 | $4,009.0万 | 26.7万股 | +22.9万股+85.68% | 加仓 |
 VeevaVEEV |
| 8.08% | 9.99% | $7,523.3万 | 42.4万股 | $7,964.7万 | 45.3万股 | -3.0万股-6.51% | 减仓 |
