Affinity Partners GP LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Affinity Partners GP LP reported 1 stock position worth $703.7 million. Its top holding was Qxo (QXO) at 100.0% of the portfolio. Compared with Q1 2025, it added to 1. The biggest buy was Qxo (QXO, shares +99%).
- Most Recent 13F
- Q2 2026
- Location
- SUNNY ISLES BEACH, FL
- CIK
- 0002059583
- Portfolio Value
- $703.7M (Q2 2025)
- SEC Filing
- 0001140361-25-031240 ↗ filed Aug 14, 2025
Holdings Value
Holdings 1 stocks · $703.7M
| QXO Qxo Inc. | 100.00% | 32,671,542 | $703.7M | Add +99.1% |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| QXO Qxo Inc. | Add +99.1% | 100.00% | 0.00 |