Ae Industrial Partners, LP

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 22, 2025), Ae Industrial Partners, LP reported 3 stock positions worth $1.8 billion. Its top holding was Redwire (RDW) at 92.9% of the portfolio, followed by Cognizant Tech Solutions-A (CTSH, 6.5%) and Vse (VSEC, 0.6%). Compared with Q1 2025, it sold out of 1 and added to 1. The biggest buy was Redwire (RDW, shares +139%) and the biggest sale an exit from Bigbear.ai (BBAI).

Most Recent 13F
Q2 2026
Location
BOCA RATON, FL
CIK
0001880785
Portfolio Value
$1.8B (Q2 2025)
SEC Filing
0001880785-25-000004 ↗ filed Aug 22, 2025

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 $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 Q2 2026

Holdings 3 stocks · $1.8B
RDW Redwire Corp. 92.89% 85,496,745 $1.6B Add +139.3%
CTSH Cognizant Tech Solutions-A 6.52% 1,470,588 $114.8M No change
VSEC Vse Corp. 0.58% 78,576 $10.3M No change

Portfolio Sells Q1 2025 → Q2 2025
BBAI Bigbear.ai Holdings Inc. Sold out 0.00% −12.07

Portfolio Buys Q1 2025 → Q2 2025
RDW Redwire Corp. Add +139.3% 92.89% +25.18

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