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Flight Deck Capital, LP

SEC CIK
0001861705
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
11
−2 vs. Q3 2025
Portfolio value
$117.3M
−$14.8M (−11.2%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Flight Deck Capital, LP in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BEBloom Energy CorpCOM CL A270,676$23.5M20.1%00.0%UnchangedHistory
CVNACarvana Co.CL A31,860$13.4M11.5%+13,560+74.1%AddedHistory
UUnity Software Inc.COM299,000$13.2M11.3%+99,400+49.8%AddedHistory
PONYPony AI Inc.SPONSORED ADS853,900$12.4M10.6%+181,300+27.0%AddedHistory
MELIMercadolibre IncCOM5,567$11.2M9.6%00.0%UnchangedHistory
HOODRobinhood Markets, Inc.Stock98,100$11.1M9.5%00.0%UnchangedHistory
AEVAAeva Technologies, Inc.COM NEW761,821$10.1M8.6%+273,300+55.9%AddedHistory
HUTHut 8 Corp.COM214,700$9.86M8.4%+214,700NewHistory
TSLATesla, Inc.Stock17,600$7.92M6.8%−9,500−35.1%ReducedHistory
CFLTConfluent, Inc.CLASS A COM79,129$2.39M2.0%−310,730−79.7%ReducedHistory
TOSTToast, Inc.Stock59,162$2.10M1.8%00.0%UnchangedHistory

Sold out since Q3 2025 (3)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Flight Deck Capital, LP sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
AFRMAffirm Holdings, Inc.COM CL A118,500$8.66M6.6%History
TWLOTwilio IncCL A80,300$8.04M6.1%History
GEVGE Vernova Inc.Stock10,400$6.39M4.8%History