SEC 13F Intelligence

Capelight Capital Asset Management LP / AFRM

Capelight Capital Asset Management LP’s Affirm Hldgs Inc Position

Does Capelight Capital Asset Management LP own Affirm Hldgs Inc (AFRM)? Yes — 50.0K shares worth $2M (+1.71% of its 13F portfolio) as of Q1 2026, down from 66.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
50.0K
% of Portfolio
+1.71%
Quarters Held
2
currently held

Position History AFRM

Reported value by quarter
Q4 ’25: $5MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202650.0K$2M+1.71%
Q4 202566.0K$5M+3.90%

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