Steve Mandel's AFRM Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 3.82 M shares of Affirm Holdings, Inc. (AFRM) worth $284.11 M, representing 2.09% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Steve Mandel has initiated a new position in AFRM, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's Affirm Holdings (AFRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Affirm Holdings (AFRM) Trades by Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +3.82 M | New Buy | 3.82 M | $74.43 |
Steve Mandel's Affirm Holdings Investment FAQs
Steve Mandel first purchased Affirm Holdings, Inc. (AFRM) in Q4 2025, acquiring 3,817,170 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held Affirm Holdings, Inc. (AFRM) for 1 quarters since Q4 2025.
Steve Mandel's largest addition to Affirm Holdings, Inc. (AFRM) was in Q4 2025, adding 3,817,170 shares worth $284.11 M.
According to the latest 13F filing for Q4 2025, Steve Mandel's firm, Lone Pine Capital LLC, owns 3,817,170 shares of Affirm Holdings, Inc. (AFRM), valued at approximately $284.11 M.
As of the Q4 2025 filing, Affirm Holdings, Inc. (AFRM) represents approximately 2.09% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in Affirm Holdings, Inc. (AFRM) was 3,817,170 shares, as reported at the end of Q4 2025.