Matthew Friendly

Ae Industrial Partners, Lp

Assets Managed

$1.629B

Holdings

Last Quarter

2026 - Q1

Filed Date

21d ago

Growth Rate

1.44%(2Q avg: -8.84%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ae Industrial Partners, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4 positions.

Assets under management

The assets under management (AUM) of Ae Industrial Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.629B in assets, with a quarterly growth rate of 1.44% and a 2-quarter average growth rate of -8.84%. The portfolio is managed by Matthew Friendly, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FLY Firefly Aerospace Inc Recent Activity	61.56%	$1.003B 35.228M shares@ $28.47 avg price
RDW Redwire Corp Recent Activity Decreased -63.3%	17.54%	$285.721M 33.614M shares@ $8.5 avg price	Decreased -63.3%
YSS York Space Systems Inc Recent Activity New Position	15.38%	$250.475M 11.298M shares@ $22.18 avg price	New Position
CTSH Cognizant Tech Solutions-a Recent Activity	5.54%	$90.221M 1.471M shares@ $61.35 avg price

1-4 of 4