ThornTree Capital Partners’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40.9M Sell
2025
Q1
$30M Sell
2024
Q4
$41.1M Sell
2024
Q3
$29.3M Sell
2024
Q2
$27.1M Buy
2022
Q4
Sell
2022
Q3
$7.84M Sell
2022
Q2
$7.87M Sell
2022
Q1
$20.8M Buy
2021
Q4
$31.7M Sell
2021
Q3
$65.3M Sell
2021
Q2
$41.5M Sell
2021
Q1
$53.6M Buy