Ae Industrial Partners, LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Ae Industrial Partners, LP reported 4 stock positions worth $1.4 billion. Its top holding was Firefly Aerospace (FLY) at 74.2% of the portfolio, followed by York Space Systems (YSS, 21.1%) and Cognizant Tech Solutions-A (CTSH, 4.2%). Compared with Q1 2026, it added to 1 and reduced 2. The biggest buy was York Space Systems (YSS, shares +4%) and the biggest sale Redwire (RDW, shares −98%).

Most Recent 13F
Q2 2026
Location
BOCA RATON, FL
CIK
0001880785
Portfolio Value
$1.4B (Q2 2026)
SEC Filing
0001880785-26-000005 ↗ filed Aug 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q4 2024: $1.0B Q4 2024 Q1 2025: $649.9M Q1 2025 Q2 2025: $1.8B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.4B $1.4B Q2 2026

Holdings 4 stocks · $1.4B
FLY Firefly Aerospace Inc. 74.19% 34,530,582 $1.0B Reduce -2.0%
YSS York Space Systems Inc. 21.10% 11,728,057 $288.7M Add +3.8%
CTSH Cognizant Tech Solutions-A 4.16% 1,470,589 $57.0M No change
RDW Redwire Corp. 0.55% 617,086 $7.5M Reduce -98.2%

Portfolio Sells Q1 2026 → Q2 2026
RDW Redwire Corp. Reduce -98.2% 0.55% −16.98
FLY Firefly Aerospace Inc. Reduce -2.0% 74.19% +12.63

Portfolio Buys Q1 2026 → Q2 2026
YSS York Space Systems Inc. Add +3.8% 21.10% +5.73

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$1.4BFLY, YSS, CTSH, RDW
Q1 2026 4$1.6BFLY, RDW, YSS, CTSH
Q4 2025 3$1.6BFLY, RDW, CTSH
Q3 2025 3$2.0BFLY, RDW, CTSH
Q2 2025 3$1.8BRDW, CTSH, VSEC
Q1 2025 4$649.9MRDW, CTSH, BBAI, VSEC
Q4 2024 4$1.0BRDW, BBAI, CTSH, VSEC