AFRM position history
The shares of Affirm (AFRM) that Atreides Management, LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q3: 499,858 shares, $20M, 0.52% of portfolio, New
- 2024 Q4: 144,206 shares, $8.8M, 0.19% of portfolio, Reduce −71.2%
- 2025 Q1: 307,453 shares, $14M, 0.42% of portfolio, Add +113.2%
- 2025 Q2: 1,977,882 shares, $137M, 3.8% of portfolio, Add +543.3%
- 2025 Q3: 207,905 shares, $15M, 0.30% of portfolio, Reduce −89.5%
- 2025 Q4: 1,384,941 shares, $103M, 1.3% of portfolio, Add +566.1%
- 2026 Q1: 1,194,711 shares, $55M, 1.1% of portfolio, Reduce −13.7%
- 2026 Q2: 1,273,050 shares, $104M, 0.72% of portfolio, Add +6.6%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|