Affinity Partners GP LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Affinity Partners GP LP reported 1 stock position worth $565.0 million. Its top holding was Qxo (QXO) at 100.0% of the portfolio. Compared with Q1 2026, it added to 1. The biggest buy was Qxo (QXO, shares +0%).

Most Recent 13F
Q2 2026
Location
SUNNY ISLES BEACH, FL
CIK
0002059583
Portfolio Value
$565.0M (Q2 2026)
SEC Filing
0000905148-26-003725 ↗ filed Aug 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2024: $260.9M Q4 2024 Q1 2025: $222.2M Q1 2025 Q2 2025: $703.7M Q2 2025 Q3 2025: $622.7M Q3 2025 Q4 2025: $630.5M Q4 2025 Q1 2026: $634.8M Q1 2026 Q2 2026: $565.0M $565.0M Q2 2026

Holdings 1 stocks · $565.0M

QXO Qxo Inc. 100.00% 32,698,176 $565.0M Add +0.0%

Portfolio Sells Q1 2026 → Q2 2026

None this quarter.

Portfolio Buys Q1 2026 → Q2 2026

QXO Qxo Inc. Add +0.0% 100.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$565.0MQXO
Q1 2026 1$634.8MQXO
Q4 2025 1$630.5MQXO
Q3 2025 1$622.7MQXO
Q2 2025 1$703.7MQXO
Q1 2025 1$222.2MQXO
Q4 2024 1$260.9MQXO