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Ae Industrial Partners, Lp Top Holdings and 13F Report (2026)

About Ae Industrial Partners, Lp

Investment Activity

  • Ae Industrial Partners, Lp has $1.63 billion in total holdings as of March 31, 2026.
  • Ae Industrial Partners, Lp owns shares of 4 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 15.37% of the portfolio was purchased this quarter.
  • About 30.25% of the portfolio was sold this quarter.
  • This quarter, Ae Industrial Partners, Lp has purchased 3 new stocks and bought additional shares in 0 stocks.
  • Ae Industrial Partners, Lp sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

Firefly
$1,002,934,151
Redwire
$285,721,091
York
$250,474,954
Cognizant Technology Solutions
$90,220,635

Largest New Holdings this Quarter

987084100 - York
$250,474,954 Holding

Largest Purchases this Quarter

York
11,297,923 shares (about $250.47M)

Largest Sales this Quarter

Redwire
57,984,458 shares (about $492.87M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAe Industrial Partners, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Firefly
$1,002,934,1510.0%35,227,75461.6%COM
Redwire Corporation stock logo
RDW
Redwire
$285,721,091$492,867,893 â–¼-63.3%33,614,24617.5%Aerospace
York
$250,474,954$250,474,954 â–²New Holding11,297,92315.4%COM
Cognizant Technology Solutions Corporation stock logo
CTSH
Cognizant Technology Solutions
$90,220,6350.0%1,470,5895.5%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data