← Top Holdings

AFRMAFFIRM HLDGS INC

CUSIP: 00827B106

3

Guru Owners

$517.3M

Total Value Held

6.3M

Total Shares

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$156.6M$313.3M$469.9M$626.5MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Quarter-by-Quarter Activity

Q2 '263 owners · $517.3M
REDUCEDHenry Ellenbogen$360.9M
REDUCEDDan Sundheim$155.6M
INCREASEDPolen Capital$731K
Q1 '263 owners · $347.8M
INCREASEDHenry Ellenbogen$258.9M
REDUCEDDan Sundheim$88.7M
INCREASEDPolen Capital$218K
SOLDStephen Mandel
SOLDLee Ainslie
Q4 '255 owners · $626.5M
NEWStephen Mandel$284.1M
REDUCEDHenry Ellenbogen$274.0M
INCREASEDLee Ainslie$4.9M
REDUCEDPolen Capital$2.5M
SOLDRay Dalio
Q3 '255 owners · $524.6M
REDUCEDHenry Ellenbogen$458.1M
REDUCEDLee Ainslie$3.5M
INCREASEDPolen Capital$2.4M
NEWRay Dalio$647K
Q2 '254 owners · $573.3M
INCREASEDHenry Ellenbogen$510.9M
NEWLee Ainslie$3.6M
NEWPolen Capital$2.1M
Q1 '252 owners · $334.4M
INCREASEDHenry Ellenbogen$297.4M
NEWDan Sundheim$37.1M
SOLDPhilippe Laffont