Skip to main content

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
AEVAAeva Technologies, Inc.COM NEW25,904$744.0K0.4%−781,117−96.8%ReducedHistory
PONYPony AI Inc.SPONSORED ADS839,900$5.84M2.8%00.0%UnchangedHistory
TOSTToast, Inc.Stock236,062$6.57M3.2%+79,900+51.2%AddedHistory
MELIMercadolibre IncCOM5,567$9.45M4.6%00.0%UnchangedHistory
HOODRobinhood Markets, Inc.Stock133,000$13.3M6.5%00.0%UnchangedHistory
CBRSCerebras Systems Inc.COM CL A62,200$13.7M6.7%+62,200NewHistory
CVNACarvana Co.CL A209,780$13.8M6.7%+78,080+59.3%AddedConverted for a 5-for-1 splitHistory
SESea LtdSPONSORD ADS190,900$18.3M8.9%00.0%UnchangedHistory
NETCloudflare, Inc.CL A COM89,800$22.0M10.7%+25,200+39.0%AddedHistory
UUnity Software Inc.COM1,399,900$40.0M19.4%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A205,276$62.1M30.2%00.0%UnchangedHistory