Pacific Heights Asset Management LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1323414
San Francisco, CA
Position in AFRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$53,007,500
+$22,079,000 QoQ
Shares Held
650,000
-3.7% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#54
of 654 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Pacific Heights Asset Management LLC holds $87,316,500 across 2 Credit Services names. AFRM ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
This page
|
650,000 | $53,007,500 | |
| 2 | V |
Visa Inc.
|
100,000 | $34,309,000 |
All Filings in AFRM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,007,500 | 650,000 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $30,928,500 | 675,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $39,075,750 | 525,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $32,155,200 | 440,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $25,927,500 | 375,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,460,800 | 320,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $19,183,500 | 315,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,858,300 | 315,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,516,150 | 315,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,736,900 | 315,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $15,479,100 | 315,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,700,050 | 315,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,828,950 | 315,000 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,550,050 | 315,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,046,050 | 315,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,710,360 | 411,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,422,660 | 411,000 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $15,550,080 | 336,000 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $16,190,160 | 161,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,082,550 | 135,000 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,092,250 | 135,000 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $7,779,200 | 110,000 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||