AP
Affinity Partners GP LP
13F filer · CIK 0002059583Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$565MU.S. long equity reported on 13F
Positions10 new · 0 closed
Net flow last quarter+$209KBuys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 20261 positions | |||||
| $565M | 100.00% | 4.51% | 0.0% | Q4 2024 | |
| Q1 2026Reported May 12, 20261 positions | |||||
| $635M | 100.00% | 4.60% | Not reported | Q4 2024 | |
| Q4 2025Reported Feb 13, 20261 positions | |||||
| $631M | 100.00% | 4.85% | 0.0% | Q4 2024 | |
| Q3 2025Reported Nov 14, 20251 positions | |||||
| $623M | 100.00% | 4.85% | Not reported | Q4 2024 | |
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