TREMBLANT CAPITAL GROUP

Position in AFRM — Affirm Holdings, Inc.

CIK 1353312 WEST PALM BEACH, FL

Position in AFRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$119,399,719

+$55,377,816 QoQ

Shares Held

1,464,129

+4.8% QoQ

Ownership

0.437%

of shares outstanding

% of Portfolio

3.43%

of 13F equity value

Holder Rank

#29

of 654 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TREMBLANT CAPITAL GROUP holds $191,635,386 across 3 Credit Services names. AFRM ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFRM	Affirm Holdings, Inc. This page	1,464,129	$119,399,719
2	FCFS	FirstCash Holdings, Inc.	203,059	$43,925,722
3	SOFI	SoFi Technologies, Inc.	1,578,915	$28,309,945

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$119,399,719	1,464,129	+4.8%	Shares	Sole	2026-08-14
2026-03-31	$64,021,903	1,397,248	+31.8%	Shares	Sole	2026-05-15
2025-12-31	$78,928,549	1,060,440	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.