DOSSIER · 13F-HR · Q1 2026
AE INDUSTRIAL PARTNERS, LP
$1.6B in tracked AUM across 4 positions as of Q1 2026.
AI
CIK 0001880785 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
The 13F filing for AE Industrial Partners, LP (CIK: 0001880785) reveals a highly specialized and concentrated investment portfolio. As of the reporting period ending September 30, 2025, the total portfolio value stands at approximately $1.89 billion, representing a growth of 7.2% from the previous quarter's $1.76 billion. The portfolio is exceptionally concentrated, comprising only two holdings. This lack of diversification indicates a high-conviction strategy where the f...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.