Flight Deck Capital, LP
- SEC CIK
- 0001861705
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 14
- −1 vs. Q1 2023
- Portfolio value
- $112.7M
- −$17.3M (−13.3%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 46,000 | $20.3M | 18.0% | 00.0% | Unchanged | History |
| TOSTToast, Inc. | Stock | 621,453 | $14.0M | 12.4% | +174,900+39.2% | Added | History |
| MELIMercadolibre Inc | COM | 10,667 | $12.6M | 11.2% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 651,368 | $9.84M | 8.7% | −39,800−5.8% | Reduced | History |
| CCOClear Channel Outdoor Holdings, Inc. | COM | 6,374,906 | $8.73M | 7.7% | −1,171,679−15.5% | Reduced | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 2,600,014 | $8.48M | 7.5% | −729,070−21.9% | Reduced | History |
| DLOdLocal Ltd | CLASS A COM | 659,210 | $8.05M | 7.1% | +1,913+0.3% | Added | History |
| GTMZoomInfo Technologies Inc. | Stock | 292,010 | $7.41M | 6.6% | +76,400+35.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 17,600 | $5.99M | 5.3% | +17,600 | New | History |
| SPLKSplunk Inc | COM | 40,900 | $4.34M | 3.8% | −35,800−46.7% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 16,500 | $4.22M | 3.7% | −32,300−66.2% | Reduced | History |
| MANUManchester United plc | ORD CL A | 136,800 | $3.34M | 3.0% | +136,800 | New | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 400,000 | $3.16M | 2.8% | +400,000 | New | History |
| TSLATesla, Inc. | Stock | 8,700 | $2.28M | 2.0% | +8,700 | New | History |
Sold out since Q1 2023 (5)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 261,000 | $8.27M | 6.4% | History |
| EDREndeavor Group Holdings, Inc. | CL A COM | 330,377 | $7.91M | 6.1% | History |
| BILLBILL Holdings, Inc. | Stock | 83,888 | $6.81M | 5.2% | History |
| CVTCvent Holding Corp. | COMMON STOCK | 570,963 | $4.77M | 3.7% | History |
| Cyberark Software LtdM2682V108 | SHS | 25,814 | $3.82M | 2.9% | – |