JCAM
Jericho Capital Asset Management’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253M | Sell |
3,661,975
-1,395,064
| -28% | -$96.5M | 3.37% | 11 |
|
|
2025
Q1 | $229M | Sell |
5,057,039
-141,000
| -3% | -$6.37M | 4.16% | 11 |
|
|
2024
Q4 | $317M | Buy |
5,198,039
+538,892
| +12% | +$32.8M | 4.52% | 9 |
|
|
2024
Q3 | $190M | Buy |
+4,659,147
| New | +$190M | 4.59% | 9 |
|
|
2022
Q1 | – | Sell |
-803,000
| Closed | -$80.8M | – | 22 |
|
|
2021
Q4 | $80.8M | Sell |
803,000
-143,000
| -15% | -$14.4M | 2.96% | 16 |
|
|
2021
Q3 | $113M | Buy |
+946,000
| New | +$113M | 3.08% | 13 |
|