Ae Industrial Partners, LP 13F Holdings · Q2 2026
Ae Industrial Partners, LP reported 4 securities worth $1.37B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FLY (74.19%), YSS (21.10%), CTSH (4.16%). Among its top 25 positions this quarter: 1 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLY | Firefly | $1.02B | 74.19% | 34.5M | Trimmed |
| 2 | YSS | York | $288.7M | 21.10% | 11.7M | Added |
| 3 | CTSH | Cognizant | $57.0M | 4.16% | 1.5M | Hold |
| 4 | RDW | Redwire Corporation | $7.5M | 0.55% | 617,086 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR