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Affinity Asset Advisors, LLC

CIK
1773195
City
NEW YORK
State / Country
NY

Top Portfolio Positions

97 positions · $1,899,628,838 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

21 quarters · across all stocks

Holdings in ACLX

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Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $41,652,562 362,764
2025-12-31 $34,146,870 523,725
2025-06-30 $32,595,750 495,000
2025-03-31 $34,768,000 530,000
2024-12-31 $32,593,250 425,000
2024-09-30 $33,404,000 400,000
2024-06-30 $25,387,400 460,000
2024-03-31 $20,865,000 300,000
2023-12-31 $18,870,000 340,000
2023-09-30 $14,352,000 400,000
2023-06-30 $7,154,815 226,275
2023-03-31 $6,249,315 202,834
2022-12-31 $7,439,630 240,143
2022-09-30 $3,944,290 210,138
2022-06-30 $1,356,000 75,000