Ae Industrial Partners, LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Ae Industrial Partners, LP reported 4 stock positions worth $1.6 billion. Its top holding was Firefly Aerospace (FLY) at 61.6% of the portfolio, followed by Redwire (RDW, 17.5%) and York Space Systems (YSS, 15.4%). Compared with Q4 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in York Space Systems (YSS) and the biggest sale Redwire (RDW, shares −63%).

Most Recent 13F
Q2 2026
Location
BOCA RATON, FL
CIK
0001880785
Portfolio Value
$1.6B (Q1 2026)
SEC Filing
0001880785-26-000004 ↗ filed May 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 $1.6B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 4 stocks · $1.6B
FLY Firefly Aerospace Inc. 61.55% 35,227,754 $1.0B No change
RDW Redwire Corp. 17.54% 33,614,246 $285.7M Reduce -63.3%
YSS York Space Systems Inc. 15.37% 11,297,923 $250.5M New
CTSH Cognizant Tech Solutions-A 5.54% 1,470,589 $90.2M No change

Portfolio Sells Q4 2025 → Q1 2026
RDW Redwire Corp. Reduce -63.3% 17.54% −25.80

Portfolio Buys Q4 2025 → Q1 2026
YSS York Space Systems Inc. New 15.37% +15.37

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