Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$103,817,227
+$49,075,569 QoQ
Shares Held
1,273,050
+6.6% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#32
of 654 holders
Holding Since
Sep 2024
8 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, 2026Atreides Management, LP holds $151,905,081 across 2 Credit Services names. AFRM ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
This page
|
1,273,050 | $103,817,227 | |
| 2 | MA |
Mastercard Inc
|
93,629 | $48,087,854 |
All Filings in AFRM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,817,227 | 1,273,050 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $54,741,658 | 1,194,711 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $103,081,158 | 1,384,941 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,193,697 | 207,905 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $136,750,761 | 1,977,882 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,893,801 | 307,453 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,782,145 | 144,206 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,404,203 | 499,858 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||