Ae Industrial Partners, LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Ae Industrial Partners, LP reported 3 stock positions worth $1.6 billion. Its top holding was Firefly Aerospace (FLY) at 49.1% of the portfolio, followed by Redwire (RDW, 43.3%) and Cognizant Tech Solutions-A (CTSH, 7.6%). Compared with Q3 2025, it reduced 1. The biggest sale was Firefly Aerospace (FLY, shares −3%).

Most Recent 13F
Q2 2026
Location
BOCA RATON, FL
CIK
0001880785
Portfolio Value
$1.6B (Q4 2025)
SEC Filing
0001880785-26-000002 ↗ filed Feb 11, 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 $1.6B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 3 stocks · $1.6B
FLY Firefly Aerospace Inc. 49.06% 35,227,754 $788.0M Reduce -2.9%
RDW Redwire Corp. 43.34% 91,598,704 $696.2M No change
CTSH Cognizant Tech Solutions-A 7.60% 1,470,589 $122.1M No change

Portfolio Sells Q3 2025 → Q4 2025
FLY Firefly Aerospace Inc. Reduce -2.9% 49.06% −4.51

Portfolio Buys Q3 2025 → Q4 2025
None this quarter.

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