Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AE INDUSTRIAL PARTNERS, LP (CIK 1880785) reported $1.63B across 2 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($1.00B, 61.55%), RDW ($285.7M, 17.54%), ($250.5M, 15.37%), CTSH ($90.2M, 5.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | Firefly | $1.00B | 61.55% | 35.2M | Hold | |
| 2 | RDW | Redwire Corporation | $285.7M | 17.54% | 33.6M | Trimmed |
| 3 | York | $250.5M | 15.37% | 11.3M | New | |
| 4 | CTSH | Cognizant | $90.2M | 5.54% | 1.5M | Hold |
Source: SEC Form 13F filings · as of 2026-03-31