§ 13F · FUND PROFILE
Flight Deck Capital, LP.
AUM · $132M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BE | BLOOM ENERGY CORP | 205K | $62M | 30.2% | ±0% |
| 2 | U | UNITY SOFTWARE INC | 1.40M | $40M | 19.4% | ±0% |
| 3 | NET | CLOUDFLARE INC | 90K | $22M | 10.7% | +39% |
| 4 | SE | SEA LTD | 191K | $18M | 8.9% | ±0% |
| 5 | CVNA | CARVANA CO | 210K | $14M | 6.7% | +696% |
| 6 | CBRS | CEREBRAS SYSTEMS INC | 62K | $14M | 6.7% | NEW |
| 7 | HOOD | ROBINHOOD MKTS INC | 133K | $13M | 6.5% | ±0% |
| 8 | MELI | MERCADOLIBRE INC | 6K | $9M | 4.6% | ±0% |
| 9 | TOST | TOAST INC | 236K | $7M | 3.2% | +51% |
| 10 | PONY | PONY AI INC | 840K | $6M | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FLIGHT SIGNAL
AC read
Flight Deck Capital, LP is a Other fund managing $132 million in assets. The fund runs a focused portfolio of just 13 positions.
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