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Affinity Partners GP LP

Affinity Partners GP LP is an institution, managing $622.7M across 1 long positions as of Q3 2025 with 100% Technology concentration, with only 1 position, 100% allocation to QXO, and 100% technology allocation.

Portfolio Value
$622.7M
Positions
1
Top Holding
QXO at 100%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Affinity Partners GP LP's portfolio (100% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Software - Application
Technology
$622.7M
100.00%
4.85%
32.7M shares

Analytics

Portfolio insights and performance metrics for Affinity Partners GP LP

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Sector Allocation

Technology: 100.00%Technology
Technology
100.00%

Market Cap Distribution

Large Cap ($10B - $200B): 100.00%Large Cap ($10B - $200B)
Large Cap ($10B - $200B)
100.00%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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