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Livermore
Livermore
ZHEN

Flight Deck Capital, LP

SEC CIK
0001861705
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
13
−1 vs. Q2 2025
Portfolio value
$132.1M
+$37.6M (+39.7%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Flight Deck Capital, LP in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
TOSTToast, Inc.Stock59,162$2.16M1.6%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock10,400$6.39M4.8%00.0%UnchangedHistory
CVNACarvana Co.CL A18,300$6.90M5.2%00.0%UnchangedHistory
AEVAAeva Technologies, Inc.COM NEW488,521$7.08M5.4%+488,521NewHistory
CFLTConfluent, Inc.CLASS A COM389,859$7.72M5.8%+51,000+15.1%AddedHistory
UUnity Software Inc.COM199,600$7.99M6.1%00.0%UnchangedHistory
TWLOTwilio IncCL A80,300$8.04M6.1%+80,300NewHistory
AFRMAffirm Holdings, Inc.COM CL A118,500$8.66M6.6%+31,800+36.7%AddedHistory
TSLATesla, Inc.Stock27,100$12.1M9.1%−8,300−23.4%ReducedHistory
MELIMercadolibre IncCOM5,567$13.0M9.9%00.0%UnchangedHistory
HOODRobinhood Markets, Inc.Stock98,100$14.0M10.6%00.0%UnchangedHistory
PONYPony AI Inc.SPONSORED ADS672,600$15.1M11.5%+267,200+65.9%AddedHistory
BEBloom Energy CorpCOM CL A270,676$22.9M17.3%+270,676NewHistory

Sold out since Q2 2025 (4)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Flight Deck Capital, LP sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
Cyberark Software LtdM2682V108SHS13,800$5.61M5.9%–
ESTCElastic N.V.ORD SHS63,900$5.39M5.7%History
FROGJFrog LtdStock121,353$5.32M5.6%History
SESea LtdSPONSORD ADS26,859$4.30M4.5%History