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Flight Deck Capital, LP

SEC CIK
0001861705
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
10
−1 vs. Q4 2025
Portfolio value
$137.5M
+$20.2M (+17.3%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Flight Deck Capital, LP in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
UUnity Software Inc.COM1,399,900$30.7M22.3%+1,100,900+368.2%AddedHistory
BEBloom Energy CorpCOM CL A205,276$27.8M20.2%−65,400−24.2%ReducedHistory
SESea LtdSPONSORD ADS190,900$15.8M11.5%+190,900NewHistory
NETCloudflare, Inc.CL A COM64,600$13.3M9.7%+64,600NewHistory
AEVAAeva Technologies, Inc.COM NEW807,021$10.6M7.7%+45,200+5.9%AddedHistory
MELIMercadolibre IncCOM5,567$9.63M7.0%00.0%UnchangedHistory
HOODRobinhood Markets, Inc.Stock133,000$9.22M6.7%+34,900+35.6%AddedHistory
CVNACarvana Co.CL A26,340$8.28M6.0%−5,520−17.3%ReducedHistory
PONYPony AI Inc.SPONSORED ADS839,900$7.93M5.8%−14,000−1.6%ReducedHistory
TOSTToast, Inc.Stock156,162$4.14M3.0%+97,000+164.0%AddedHistory

Sold out since Q4 2025 (3)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Flight Deck Capital, LP sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
HUTHut 8 Corp.COM214,700$9.86M8.4%History
TSLATesla, Inc.Stock17,600$7.92M6.8%History
CFLTConfluent, Inc.CLASS A COM79,129$2.39M2.0%History