SEC 13F Intelligence

Melvin Capital Management LP / AFRM

Melvin Capital Management LP’s Affirm Hldgs Inc Position

Does Melvin Capital Management LP own Affirm Hldgs Inc (AFRM)? Not currently — the last reported position was 2.70M shares worth $272M in Q4 2021; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$272M
Q4 2021
Shares
2.70M
% of Portfolio
+1.33%
Quarters Held
2
position exited

Position History AFRM

Reported value by quarter
Q3 ’21: $381MQ3 ’21Q4 ’21: $272MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20212.70M$272M+1.33%
Q3 20213.20M$381M+1.94%

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