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Flight Deck Capital, LP

SEC CIK
0001861705
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
11
+1 vs. Q1 2026
Portfolio value
$206.0M
+$68.5M (+49.8%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Flight Deck Capital, LP in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
BEBloom Energy CorpCOM CL A205,276$62.1M30.2%00.0%UnchangedHistory
UUnity Software Inc.COM1,399,900$40.0M19.4%00.0%UnchangedHistory
NETCloudflare, Inc.CL A COM89,800$22.0M10.7%+25,200+39.0%AddedHistory
SESea LtdSPONSORD ADS190,900$18.3M8.9%00.0%UnchangedHistory
CVNACarvana Co.CL A209,780$13.8M6.7%+78,080+59.3%AddedConverted for a 5-for-1 splitHistory
CBRSCerebras Systems Inc.COM CL A62,200$13.7M6.7%+62,200NewHistory
HOODRobinhood Markets, Inc.Stock133,000$13.3M6.5%00.0%UnchangedHistory
MELIMercadolibre IncCOM5,567$9.45M4.6%00.0%UnchangedHistory
TOSTToast, Inc.Stock236,062$6.57M3.2%+79,900+51.2%AddedHistory
PONYPony AI Inc.SPONSORED ADS839,900$5.84M2.8%00.0%UnchangedHistory
AEVAAeva Technologies, Inc.COM NEW25,904$744.0K0.4%−781,117−96.8%ReducedHistory