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AE INDUSTRIAL PARTNERS, LP

hedge fundUpdated 27 days ago

Managed by Ae Industrial Partners, Lp • Latest filing Q2 2026

Portfolio value
$1.4B
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
55.4%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 7 quarters

Show data table
PeriodPortfolio value
Q4 2024$1B
Q1 2025$649.9M
Q2 2025$1.8B
Q3 2025$2B
Q4 2025$1.6B
Q1 2026$1.6B
Q2 2026$1.4B

Top holdings

4 positions as of Q2 2026

View filing
F
1.FLY

Firefly

Value
$1B
Shares
34.53M
% Port
74.19%
Y
2.YSS

York

Value
$288.7M
Shares
11.73M
% Port
21.10%
C

Cognizant

Value
$57M
Shares
1.47M
% Port
4.16%
R
4.RDW

Redwire Corporation

Value
$7.5M
Shares
617.1K
% Port
0.55%

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