Alyeska Investment Group, L.P.

Position in KTOS — Kratos Defense & Security Solutions, Inc.

CIK 1453072 CHICAGO, IL

Position in KTOS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$57,840,342

+$12,490,003 QoQ

Shares Held

1,160,055

+80.4% QoQ

Ownership

0.618%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#33

of 624 holders

Holding Since

Jun 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Alyeska Investment Group, L.P. holds $1,033,360,399 across 26 Aerospace & Defense names. KTOS ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRMN	Karman Holdings Inc.	3,584,479	$178,937,191
2	FTAI	FTAI Aviation Ltd.	646,983	$175,028,310
3	BA	Boeing Co	445,373	$96,409,893
4	AVAV	AeroVironment Inc	525,195	$86,693,938
5	KTOS	Kratos Defense & Security Solutions, Inc. This page	1,160,055	$57,840,342
6	GD	General Dynamics Corp	158,245	$56,056,708
7	WWD	Woodward, Inc.	117,958	$50,184,051
8	BWXT	BWX Technologies, Inc.	255,328	$49,699,595

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,840,342	1,160,055	+80.4%	Shares	Sole	2026-08-14
2026-03-31	$45,350,339	643,176	+1537.2%	Shares	Sole	2026-05-15
2025-12-31	$2,982,048	39,284	-95.1%	Shares	Sole	2026-02-13
2025-06-30	$37,160,000	800,000	+754.6%	Shares	Sole	2025-08-14
2024-06-30	$1,873,056	93,606	-82.0%	Shares	Sole	2024-08-14
2024-03-31	$9,531,978	518,606	+819.1%	Shares	Sole	2024-05-15
2020-09-30	$1,087,874	56,425	-92.2%	Shares	Sole	2020-11-16
2020-06-30	$11,316,573	724,029	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.