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Ae Industrial Partners, Lp

Portfolio Manager
Ae Industrial Partners, Lp
Performance
+16.53% (2026 Q1)
AUM (13F)
$1.63B
# of Holdings
4
Performance Rank
Allocation (Top 20)
100%

Ae Industrial Partners, Lp Holdings Map

Top 4 Ae Industrial Partners, Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FLY
Firefly
61.55%35.23M$1.00B
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 36.28M shares2025-Q4: 35.23M shares2026-Q1: 35.23M shares
$29.32(+44.54%)
2026-03-31
RDW
Redwire Corporation
17.54%33.61M$285.7M
-63.30%(-57.98M)
2025-Q1: 35.73M shares2025-Q2: 85.50M shares2025-Q3: 91.60M shares2025-Q4: 91.60M shares2026-Q1: 33.61M shares
$12.21(+14.54%)
2026-03-31
YSS
York
15.37%11.30M$250.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 11.30M shares
$22.17(+30.54%)
2026-03-31
CTSH
Cognizant
5.54%1.47M$90.2M
+0.00%(+0)
2025-Q1: 1.47M shares2025-Q2: 1.47M shares2025-Q3: 1.47M shares2025-Q4: 1.47M shares2026-Q1: 1.47M shares
$77.04(-40.23%)
2026-03-31

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