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AE INDUSTRIAL PARTNERS, LP

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13F filer, CIK 1880785, BOCA RATON, FL

AE INDUSTRIAL PARTNERS, LP reported $1,629,350,831 across 4 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001880785-26-000004

Period
2026-03-31
Reported value
$1.63B
Holdings
4
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
YSSnew+11,297,923$250M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
RDWreduced-57,984,458-$493M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001880785-26-000004, largest first. % of portfolio is the value over $1,629,350,831, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FLYFIREFLY AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,284,543 shares; 2025Q4: 35,227,754 shares; 2026Q1: 35,227,754 shares 35,227,754$1B61.55%0Timeline
RDWREDWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,721,318 shares; 2025Q1: 35,731,483 shares; 2025Q2: 85,496,745 shares; 2025Q3: 91,598,704 shares; 2025Q4: 91,598,704 shares; 2026Q1: 33,614,246 shares 33,614,246$286M17.54%-57,984,458Timeline
YSSYORK SPACE SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,297,923 shares 11,297,923$250M15.37%newTimeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,470,588 shares; 2025Q1: 1,470,588 shares; 2025Q2: 1,470,588 shares; 2025Q3: 1,470,589 shares; 2025Q4: 1,470,589 shares; 2026Q1: 1,470,589 shares 1,470,589$90.2M5.54%0Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001880785-26-000004 base2026-05-14acceptance time not in the bulk data set