Flight Deck Capital, LP

SEC CIK
0001861705

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
11
+1 vs. Q1 2026
Total value
$205.96M
+$68.48M (+49.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Flight Deck Capital, LP holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
BEBLOOM ENERGY CORPCOM CL A205,276$62.14M30.17%00.0%UnchangedView
UUNITY SOFTWARE INCCOM1,399,900$40.01M19.43%00.0%UnchangedView
NETCLOUDFLARE INCCL A COM89,800$22.03M10.69%+25,200+39.0%AddedView
SESEA LTDSPONSORD ADS190,900$18.29M8.88%00.0%UnchangedView
CVNACARVANA COCL A209,780$13.81M6.70%+183,440+696.4%AddedView
CBRSCEREBRAS SYSTEMS INCCOM CL A62,200$13.75M6.67%+62,200NewView
HOODROBINHOOD MKTS INC COM CL AStock133,000$13.34M6.48%00.0%UnchangedView
MELIMERCADOLIBRE INCCOM5,567$9.45M4.59%00.0%UnchangedView
TOSTTOAST INC CL AStock236,062$6.57M3.19%+79,900+51.2%AddedView
PONYPONY AI INCSPONSORED ADS839,900$5.84M2.83%00.0%UnchangedView
AEVAAEVA TECHNOLOGIES INCCOM NEW25,904$743.96K0.36%−781,117−96.8%ReducedView

13F filings by quarter

Flight Deck Capital, LP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202611$205.96Mvs. Q1 2026SEC
Q1 2026May 15, 202610$137.48Mvs. Q4 2025SEC
Q4 2025Feb 17, 202611$117.25Mvs. Q3 2025SEC
Q3 2025Nov 14, 202513$132.08Mvs. Q2 2025SEC
Q2 2025Aug 14, 202514$94.52Mvs. Q1 2025SEC
Q1 2025May 15, 202514$96.89Mvs. Q4 2024SEC
Q4 2024Feb 14, 202512$89.93Mvs. Q3 2024SEC
Q3 2024Nov 14, 202413$85.52Mvs. Q2 2024SEC
Q2 2024Aug 14, 202412$75.61Mvs. Q1 2024SEC
Q1 2024May 15, 202411$77.45Mvs. Q4 2023SEC
Q4 2023Feb 14, 202415$81.84Mvs. Q3 2023SEC
Q3 2023Nov 14, 202313$81.9Mvs. Q2 2023SEC
Q2 2023Aug 14, 202314$112.75Mvs. Q1 2023SEC
Q1 2023May 15, 202315$130.07Mvs. Q4 2022SEC
Q4 2022Feb 14, 202316$104.98Mvs. Q3 2022SEC
Q3 2022Nov 14, 202218$116.55Mvs. Q2 2022SEC
Q2 2022Aug 15, 202219$132.9Mvs. Q1 2022SEC
Q1 2022May 16, 202218$153.83Mvs. Q4 2021SEC
Q4 2021Feb 14, 202217$213.08M–SEC