SEC 13F Intelligence

Tremblant Capital Group / AFRM

Tremblant Capital Group’s Affirm Hldgs Inc Position

Does Tremblant Capital Group own Affirm Hldgs Inc (AFRM)? Yes1.40M shares worth $64M (+2.06% of its 13F portfolio) as of Q1 2026, up from 1.06M shares the prior filed quarter.

Position Value
$64M
Q1 2026
Shares
1.40M
% of Portfolio
+2.06%
Quarters Held
2
currently held

Position History AFRM

Reported value by quarter
Q4 ’25: $79MQ4 ’25Q1 ’26: $64MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.40M$64M+2.06%
Q4 20251.06M$79M+2.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tremblant Capital Group’s full portfolio or all institutional holders of AFRM.