Foxhaven Asset Management, LP
Position in AFRM — Affirm Holdings, Inc.
CIK 1590531
Charlottesville, VA
Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$125,110,340
+$24,051,765 QoQ
Shares Held
1,534,155
-30.4% QoQ
Ownership
0.458%
of shares outstanding
% of Portfolio
3.35%
of 13F equity value
Holder Rank
#25
of 654 holders
Holding Since
Mar 2021
16 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, 2026Foxhaven Asset Management, LP holds $421,744,581 across 2 Credit Services names. AFRM ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
864,596 | $296,634,241 | |
| 2 | AFRM |
Affirm Holdings, Inc.
This page
|
1,534,155 | $125,110,340 |
All Filings in AFRM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,110,340 | 1,534,155 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $101,058,575 | 2,205,556 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $141,929,227 | 1,906,882 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $141,225,711 | 1,932,481 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $200,292,219 | 2,896,908 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $94,083,636 | 2,081,957 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $80,916,855 | 1,328,684 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $2,254,000 | 200,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,934,000 | 200,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,752,000 | 200,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,612,000 | 200,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,256,000 | 200,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,112,000 | 200,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,826,000 | 200,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,470,000 | 200,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,144,000 | 200,000 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||