SEC 13F Intelligence

Dilation Capital Management LP / AFRM

Dilation Capital Management LP’s Affirm Hldgs Inc Position

Does Dilation Capital Management LP own Affirm Hldgs Inc (AFRM)? Yes — 111.7K shares worth $5M (+2.57% of its 13F portfolio) as of Q1 2026, down from 215.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
111.7K
% of Portfolio
+2.57%
Quarters Held
5
currently held

Position History AFRM

Reported value by quarter
Q1 ’25: $4MQ1 ’25Q2 ’25: $13MQ2 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $16MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026111.7K$5M+2.57%
Q4 2025215.7K$16M+7.38%
Q3 2025179.4K$13M+6.50%
Q2 2025184.4K$13M+6.79%
Q1 202592.3K$4M+5.06%

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