Flight Deck Capital, LP
- SEC CIK
- 0001861705
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 14
- 0 vs. Q1 2025
- Portfolio value
- $94.5M
- −$2.37M (−2.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 5,567 | $14.6M | 15.4% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 35,400 | $11.2M | 11.9% | +13,300+60.2% | Added | History |
| HOODRobinhood Markets, Inc. | Stock | 98,100 | $9.19M | 9.7% | −79,500−44.8% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 338,859 | $8.45M | 8.9% | +34,100+11.2% | Added | History |
| CVNACarvana Co. | CL A | 18,300 | $6.17M | 6.5% | −16,400−47.3% | Reduced | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 86,700 | $5.99M | 6.3% | −8,100−8.5% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 13,800 | $5.61M | 5.9% | +600+4.5% | Added | – |
| GEVGE Vernova Inc. | Stock | 10,400 | $5.50M | 5.8% | +10,400 | New | History |
| ESTCElastic N.V. | ORD SHS | 63,900 | $5.39M | 5.7% | −22,300−25.9% | Reduced | History |
| PONYPony AI Inc. | SPONSORED ADS | 405,400 | $5.35M | 5.7% | +405,400 | New | History |
| FROGJFrog Ltd | Stock | 121,353 | $5.32M | 5.6% | −74,400−38.0% | Reduced | History |
| UUnity Software Inc. | COM | 199,600 | $4.83M | 5.1% | −146,300−42.3% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 26,859 | $4.30M | 4.5% | +26,859 | New | History |
| TOSTToast, Inc. | Stock | 59,162 | $2.62M | 2.8% | −21,700−26.8% | Reduced | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.