Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,363,132
+$8,136,011 QoQ
Shares Held
568,524
-31.9% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
6.34%
of 13F equity value
Holder Rank
#56
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)
Derivatives in AFRM
reported options exposure · as of Mar 31, 2021CallValue
$28,641,600
CallShares
405,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026ThornTree Capital Partners LP holds $102,777,820 across 2 Credit Services names. AFRM ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
166,784 | $56,414,688 | |
| 2 | AFRM |
Affirm Holdings, Inc.
This page
|
568,524 | $46,363,132 |
All Filings in AFRM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,363,132 | 568,524 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,227,121 | 834,289 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,143,930 | 767,754 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,371,974 | 415,599 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,866,994 | 591,076 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,953,784 | 662,841 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,051,532 | 674,081 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $29,256,306 | 716,715 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,123,988 | 897,848 | Shares | Sole | 2024-08-14 | |
| 2022-09-30 | $7,840,967 | 417,962 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,866,213 | 435,560 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,806,238 | 449,573 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $31,731,808 | 315,551 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $65,266,442 | 547,859 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $41,478,911 | 615,871 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $28,641,600 | 405,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $53,609,861 | 758,058 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||