ON THE TAPEANDURIL ENTERPRISE 0.85% FILL $170.5M / $20BCBP AST 46.49% FILL $929.7M / $2.0BPALANTIR MAVEN 77.86% FILL $545.6M / $700.7MSHIELD AI USCG $56.6M DRAWN 11 ORDERSLATTICE DO 83.31% OF ENTERPRISE DRAWNUSAspending compile · Sep 29 2026
AwardTape

← The Tape

ON THE TAPE
55.8×
Sep 21, 2026 · Named-prime fills · Anduril

55.8×: one prime, two single-award seats, two fill rates

Sep 21, 2026 · AwardTape · Data: USAspending live compile, Sep 21 2026 (update Sep 29)
Dual fill asymmetry chart comparing CBP AST and Anduril Enterprise ceiling fill
CBP AST at 46.5% fill against Enterprise at 0.83%, compiled from two IDV child stacks.

55.8×. That was the fill gap between two single-award Anduril vehicles on Sep 21. CBP Autonomous Surveillance Towers (70B02C20D00000019) sat at 46.5% fill: $929.7M drawn across 25 delivery orders on a $2.0B ceiling. The Enterprise Contract (W9128Z26DA001) was 0.83% drawn: $166.7M across five orders on $20B.

  • Ratio: 46.4856% / 0.8335% = 55.77×
  • Combined hard obligated: $1.10B
  • Combined ceilings: $22B, for a combined fill of 4.98%

Concentration inside each vehicle differs as well. On Enterprise, JIATF 401 Lattice licenses (W9128Z26FA005) held $142.0M, 85.2% of the draw. On CBP AST, the top delivery order held 39.04% of drawn, a tower buy pulse.

The read: the same prime runs two very different seats. The CBP tower vehicle is a mature, heavily drawn book with $1.07B of its $2.0B ceiling left. Enterprise is an early, thin draw led by one software line, with nearly all of its ceiling open.

Update from the Sep 29 compile: Enterprise reads $170.5M across six orders (0.85% fill), which moves the ratio to 54.5×. CBP AST holds at 46.49%, and combined drawn stays at $1.10B on $22.00B of ceilings.

Sources
  1. USAspending IDV W9128Z26DA001 (Enterprise): https://www.usaspending.gov/award/CONT_IDV_W9128Z26DA001_9700
  2. USAspending IDV 70B02C20D00000019 (CBP AST): https://www.usaspending.gov/award/CONT_IDV_70B02C20D00000019_7014
  3. USAspending DO W9128Z26FA005 (Lattice): https://www.usaspending.gov/award/CONT_AWD_W9128Z26FA005_9700_W9128Z26DA001_9700

That's the tape.

Next drop: 78%: Palantir Maven is a live CDAO spend seat