AP

Affinity Partners GP LP

Concentrated strategySector-focusedLong-term holder

Total reported value

$634.8M

Reporting period: 2026-03-31 · Number of holdings: 2

Affinity Partners GP LP disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $634.8M and a quarterly turnover rate of 0.7%.

Personality snowflake

Concentration
100
Portfolio Stability
0.67
Momentum/Contrarian
50
Sector conviction
100
Diversification
2
Sizing Uniformity
—

Recent moves

  • Unchanged QXO

    0.0%　$4.2M

Holdings Map

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Top 10 holdings by weight

Full holdings list this quarter

Showing top 1 holdings (of 2 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1QXOQxo INCStock-Industrials100.00%——

Holding changes this quarter

Position changes disclosed by Affinity Partners GP LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1QXOQxo INC——Unchanged

FAQ

What is Affinity Partners GP LP and what type of investor is it?
Affinity Partners GP LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $634.8M, spread across 2 disclosed positions.
What are Affinity Partners GP LP's largest equity positions?
Based on the latest 13F filing, Affinity Partners GP LP's top holdings by market value are: 1. Qxo INC (QXO) — $634.8M (100.0%)
What changes did Affinity Partners GP LP make in its most recent portfolio filing?
No notable portfolio changes were recorded for Affinity Partners GP LP in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Affinity Partners GP LP focus on?
Affinity Partners GP LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 100.0%