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 Corporation. Their largest long position is FIREFLY AEROSPACE INC at 62% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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.
77% 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
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.