Flight Deck Capital, LP
Top Portfolio Positions
10 positions ·
$137,476,673 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| U |
Unity Software Inc.
Technology
|
1,399,900 | $30,713,806 | 22.34% | |
| BE |
Bloom Energy Corp
Industrials
|
205,276 | $27,812,845 | 20.23% | |
| SE |
Sea Ltd
Consumer Cyclical
|
190,900 | $15,808,429 | 11.50% | |
| NET |
Cloudflare, Inc.
Technology
|
64,600 | $13,329,564 | 9.70% | |
| AEVA |
Aeva Technologies, Inc.
Technology
|
807,021 | $10,620,396 | 7.73% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
5,567 | $9,625,454 | 7.00% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
133,000 | $9,216,900 | 6.70% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
26,340 | $8,280,769 | 6.02% | |
| PONY |
Pony AI Inc.
Technology
|
839,900 | $7,928,656 | 5.77% | |
| TOST |
Toast, Inc.
Technology
|
156,162 | $4,139,854 | 3.01% |
Portfolio Trend
18 quarters · across all stocks
Holdings in U
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,713,806 | 1,399,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,206,830 | 299,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,991,984 | 199,600 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,830,320 | 199,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,776,181 | 345,900 | Shares | Sole | 2025-05-15 | |
| 2022-09-30 | $6,706,530 | 210,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,424,416 | 228,800 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||