Ae Industrial Partners, LP holds a concentrated book of 4 stocks worth $1.6B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened York Space Systems Inc and trimmed Redwire Corp. Their largest long position is Firefly Aerospace Inc at 62% of the equity book. Cloning the disclosed picks since 2025 would be -72% (-58.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1880785/holdings"
Use Arkolith to show AE INDUSTRIAL PARTNERS, LP's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned -61.0%, a 10.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Ae Industrial Partners, LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ae Industrial Partners, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 4 / 4 | $3.3B |
| VANGUARD CAPITAL MANAGEMENT LLC | 4 / 4 | $2.0B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4 / 4 | $1.7B |
| STATE STREET CORP | 4 / 4 | $1.6B |
| JPMORGAN CHASE & CO | 4 / 4 | $1.3B |
| GEODE CAPITAL MANAGEMENT, LLC | 4 / 4 | $953.5M |
| MORGAN STANLEY | 4 / 4 | $863.1M |
| Bank of New York Mellon Corp | 4 / 4 | $510.0M |
Ranked by how many of Ae Industrial Partners, LP's top 4 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Firefly COM | $1.0B | 35.23M | 61.6% | —Held | |
| 2 | Redwire Corporation COM | $285.7M | 33.61M | 17.5% | ▼−63% Reduced · −58.0M sh | |
| 3 | York COM | $250.5M | 11.30M | 15.4% | ▲New New position | |
| 4 | Cognizant CL A | $90.2M | 1.47M | 5.5% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.