AE INDUSTRIAL PARTNERS, LP

Portfolio Overview

AE INDUSTRIAL PARTNERS, LP disclosed 4 positions worth $1.6B in its Form 13F-HR for Q1 2026, led by $FLY (Firefly Aerospace Inc.) at 61.5% of the equity portfolio, followed by $RDW and $YSS. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $YSS. The portfolio is most concentrated in Industrials (94.5% of disclosed assets). All figures are sourced directly from AE INDUSTRIAL PARTNERS, LP’s Form 13F-HR filing with the SEC under CIK 1880785.

• 

  Firefly Aerospace Inc.

  $FLY

  46.0#1,691

  Quality

  $1.0B35,227,754 sh
• 

  Redwire Corp

  $RDW

  25.3#2,551

  Quality

  $285.7M33,614,246 sh
• 

  York Space Systems Inc.

  $YSS

  —

  Quality

  $250.5M11,297,923 sh
• 

  COGNIZANT TECHNOLOGY SOLUTIONS CORP

  $CTSH

  67.3

  Quality

  $90.2M1,470,589 sh

Company	Quality	Value	Shares
Firefly Aerospace Inc.$FLY	46.0#1,691	$1.0B	35,227,754
Redwire Corp$RDW	25.3#2,551	$285.7M	33,614,246
York Space Systems Inc.$YSS	—	$250.5M	11,297,923
COGNIZANT TECHNOLOGY SOLUTIONS CORP$CTSH	67.3	$90.2M	1,470,589

Showing top 4 of 4 holdings.

Full Holdings — AE INDUSTRIAL PARTNERS, LP (Q1 2026)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$FLY	Firefly Aerospace Inc.	$1.0B	61.5%	+0%	46
2	$RDW	Redwire Corp	$285.7M	17.5%	-63%	25.3
3	$YSS	York Space Systems Inc.	$250.5M	15.4%	NEW	—
4	$CTSH	COGNIZANT TECHNOLOGY SOLUTIONS CORP	$90.2M	5.5%	+0%	67.3