SEC 13F Intelligence

Foxhaven Asset Management, LP / AFRM

Foxhaven Asset Management, LP’s Affirm Hldgs Inc Position

Does Foxhaven Asset Management, LP own Affirm Hldgs Inc (AFRM)? Yes — 2.21M shares worth $101M (+3.17% of its 13F portfolio) as of Q1 2026, up from 1.91M shares the prior filed quarter.

Position Value
$101M
Q1 2026
Shares
2.21M
% of Portfolio
+3.17%
Quarters Held
15
currently held

Position History AFRM

Reported value by quarter
Q1 ’21: $14MQ1 ’21Q2 ’21: $13MQ3 ’21: $24MQ3 ’21Q4 ’21: $20MQ1 ’22: $9MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q4 ’24: $81MQ1 ’25: $94MQ1 ’25Q2 ’25: $200MQ3 ’25: $141MQ3 ’25Q4 ’25: $142MQ1 ’26: $101MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.21M$101M+3.17%
Q4 20251.91M$142M+3.50%
Q3 20251.93M$141M+3.25%
Q2 20252.90M$200M+4.83%
Q1 20252.08M$94M+2.86%
Q4 20241.33M$81M+2.17%
Q1 2023200.0K$2M+0.08%
Q4 2022200.0K$2M+0.08%
Q3 2022200.0K$4M+0.17%
Q2 2022200.0K$4M+0.16%
Q1 2022200.0K$9M+0.34%
Q4 2021200.0K$20M+0.58%
Q3 2021200.0K$24M+0.69%
Q2 2021200.0K$13M+0.37%
Q1 2021200.0K$14M+0.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foxhaven Asset Management, LP’s full portfolio or all institutional holders of AFRM.