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Tremblant Capital Group’s Affirm AFRM Stock Holding History

Tremblant Capital Group’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119M Buy
1,464,129
+66,881
+5% +$4.37M 3.43% 8
2026
Q1 		$64M Buy
1,397,248
+336,808
+32% +$19.5M 2.06% 24
2025
Q4 		$78.9M Buy
+1,060,440
New +$76.3M 2.01% 21

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Tremblant Capital Group's AFRM Position: Q2 2026 in Review

Tremblant Capital Group increased its Affirm (AFRM) stake by 4.8% in Q2 2026, buying an estimated $4.37M and bringing the position to 1,464,129 shares worth $119M. The position accounts for 3.43% of the portfolio, ranked #8.

Tremblant Capital Group first reported a position in AFRM in Q4 2025 and has held it in 3 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Tremblant Capital Group held 1,464,129 shares of Affirm worth $119M as of Q2 2026.
  • Tremblant Capital Group bought 66,881 Affirm shares in Q2 2026, an estimated $4.37M.
  • Affirm made up 3.43% of Tremblant Capital Group's portfolio in Q2 2026, its #8 holding.
  • Tremblant Capital Group first reported a position in Affirm in Q4 2025 and has held it in 3 quarters since.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Tremblant Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.