Form 13F security

Affirm Holdings Inc Class A

Class COM CL A

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
BAILLIE GIFFORD & CO2026-06-30$478M0.4%SH 5,856,569
GAMCO INVESTORS, INC. ET AL2026-06-30$1.0M<0.1%SH 12,000
POLEN CAPITAL MANAGEMENT LLC2026-06-30$0.7M<0.1%SH 8,958

Total $479M across 3 of 69 managers.

Put positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$21M<0.1%SH 262,700[PUT]

Total $21M across 1 of 69 managers.

Call positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$18M<0.1%SH 222,400[CALL]

Total $18M across 1 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

BAILLIE GIFFORD & CO — Combined report.

Filed rows (8) — as filed

The filer reports some securities in multiple rows; rows are shown as filed.

ManagerClassPut/callValue% of portfolioSH/PRN qtySource
BAILLIE GIFFORD & COCOM CL A$217M0.2%SH 2,660,1670001088875-26-000057
BAILLIE GIFFORD & COCOM CL A$171M0.2%SH 2,096,3210001088875-26-000057
BAILLIE GIFFORD & COCOM CL A$86M<0.1%SH 1,053,1030001088875-26-000057
Point72 Asset Management, L.P.COM CL A[PUT]$21M<0.1%SH 262,7000000919574-26-005520
Point72 Asset Management, L.P.COM CL A[CALL]$18M<0.1%SH 222,4000000919574-26-005520
BAILLIE GIFFORD & COCOM CL A$3.8M<0.1%SH 46,9780001088875-26-000057
GAMCO INVESTORS, INC. ET ALEQUITY$1.0M<0.1%SH 12,0000001140361-26-032508
POLEN CAPITAL MANAGEMENT LLCCOM CL A$0.7M<0.1%SH 8,9580001172661-26-003035

Quarter-to-quarter notes

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

No longer reported by Point72 Asset Management, L.P..

Changes appear only where the prior quarter's validated report exists.