# AE INDUSTRIAL PARTNERS, LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1880785. Source: https://holderbook.com/funds/1880785-ae-industrial-partners-lp/

- Reported value: $1.4B
- Positions: 4
- Weight of the ten largest: 100.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| FIREFLY AEROSPACE INC | [FLY](https://holderbook.com/stocks/FLY/) | $1.0B | 34,530,582 | 74.2% | 4 |
| YORK SPACE SYSTEMS INC | [YSS](https://holderbook.com/stocks/YSS/) | $288.7M | 11,728,057 | 21.1% | 2 |
| COGNIZANT TECHNOLOGY SOLUTIO | [CTSH](https://holderbook.com/stocks/CTSH/) | $57.0M | 1,470,589 | 4.2% | 7 |
| REDWIRE CORPORATION | [RDW](https://holderbook.com/stocks/RDW/) | $7.5M | 617,086 | 0.6% | 7 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.4B | 4 |
| Q1 2026 | $1.6B | 4 |
| Q4 2025 | $1.6B | 3 |
| Q3 2025 | $2.0B | 3 |
| Q2 2025 | $1.8B | 3 |
| Q1 2025 | $649.9M | 4 |
| Q4 2024 | $1.0B | 5 |