SEC 13F Intelligence

Ogborne Capital Management, LLC / AFRM

Ogborne Capital Management, LLC’s Affirm Hldgs Inc Position

Does Ogborne Capital Management, LLC own Affirm Hldgs Inc (AFRM)? Not currently — the last reported position was 150.0K shares worth $11M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q4 2025
Shares
150.0K
% of Portfolio
+3.68%
Quarters Held
9
position exited

Position History AFRM

Reported value by quarter
Q2 ’21: $19MQ2 ’21Q3 ’21: $21MQ4 ’21: $22MQ4 ’21Q3 ’24: $12MQ4 ’24: $13MQ4 ’24Q1 ’25: $4MQ2 ’25: $38MQ2 ’25Q3 ’25: $29MQ4 ’25: $11MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025150.0K$11M+3.68%
Q3 2025400.0K$29M+4.29%
Q2 2025550.0K$38M+9.43%
Q1 202597.5K$4M+1.69%
Q4 2024215.0K$13M+2.09%
Q3 2024283.2K$12M+3.04%
Q4 2021215.4K$22M+5.12%
Q3 2021175.4K$21M+8.44%
Q2 2021275.4K$19M+3.49%

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