Lee Ainslie's AFRM Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 66,024 shares of Affirm Holdings, Inc. (AFRM) worth $4.91 M, representing 0.05% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 6 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in AFRM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 52,206 shares. Largest reduction occurred in Q3 2024, reducing 17,869 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Affirm Holdings (AFRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Affirm Holdings (AFRM) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +17,914 | Add 37.24% | 66,024 | $74.43 |
| Q3 2025 | -4,096 | Reduce 7.85% | 48,110 | $73.08 |
| Q2 2025 | +52,206 | New Buy | 52,206 | $69.14 |
| Q3 2024 | -17,869 | Sold Out | 0 | $0.00 |
| Q2 2024 | -2,017 | Reduce 10.14% | 17,869 | $30.21 |
| Q1 2024 | +19,886 | New Buy | 19,886 | $37.26 |
Lee Ainslie's Affirm Holdings Investment FAQs
Lee Ainslie first purchased Affirm Holdings, Inc. (AFRM) in Q1 2024, acquiring 19,886 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Affirm Holdings, Inc. (AFRM) for 6 quarters since Q1 2024.
Lee Ainslie's largest addition to Affirm Holdings, Inc. (AFRM) was in Q2 2025, adding 52,206 shares worth $3.61 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 66,024 shares of Affirm Holdings, Inc. (AFRM), valued at approximately $4.91 M.
As of the Q4 2025 filing, Affirm Holdings, Inc. (AFRM) represents approximately 0.05% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Affirm Holdings, Inc. (AFRM) was 66,024 shares, as reported at the end of Q4 2025.