Ae Industrial Partners, LP

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Ae Industrial Partners, LP reported 3 stock positions worth $2.0 billion. Its top holding was Firefly Aerospace (FLY) at 53.6% of the portfolio, followed by Redwire (RDW, 41.5%) and Cognizant Tech Solutions-A (CTSH, 5.0%). Compared with Q2 2025, it opened 1 new position, sold out of 1 and added to 2. The biggest buy was a new position in Firefly Aerospace (FLY) and the biggest sale an exit from Vse (VSEC).

Most Recent 13F
Q2 2026
Location
BOCA RATON, FL
CIK
0001880785
Portfolio Value
$2.0B (Q3 2025)
SEC Filing
0001880785-25-000006 ↗ filed Nov 7, 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 Q2 2025 Q3 2025: $2.0B $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 · $2.0B
FLY Firefly Aerospace Inc. 53.57% 36,284,543 $1.1B New
RDW Redwire Corp. 41.46% 91,598,704 $823.5M Add +7.1%
CTSH Cognizant Tech Solutions-A 4.97% 1,470,589 $98.6M Add +0.0%

Portfolio Sells Q2 2025 → Q3 2025
VSEC Vse Corp. Sold out 0.00% −0.58

Portfolio Buys Q2 2025 → Q3 2025
FLY Firefly Aerospace Inc. New 53.57% +53.57
CTSH Cognizant Tech Solutions-A Add +0.0% 4.97% −1.55
RDW Redwire Corp. Add +7.1% 41.46% −51.43

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