Flight Deck Capital, LP 13F Holdings · Q2 2026
Flight Deck Capital, LP reported 11 securities worth $205.96M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BE (30.17%), U (19.43%), NET (10.69%). Among its top 25 positions this quarter: 1 new, 3 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BE | BLOOM ENERGY CORP | $62.1M | 30.17% | 205,276 | Hold |
| 2 | U | UNITY SOFTWARE INC | $40.0M | 19.43% | 1.4M | Hold |
| 3 | NET | CLOUDFLARE INC | $22.0M | 10.69% | 89,800 | Added |
| 4 | SE | SEA LTD | $18.3M | 8.88% | 190,900 | Hold |
| 5 | CVNA | CARVANA CO | $13.8M | 6.70% | 209,780 | Added |
| 6 | CBRS | CEREBRAS SYSTEMS INC | $13.7M | 6.67% | 62,200 | New |
| 7 | HOOD | ROBINHOOD MKTS INC | $13.3M | 6.48% | 133,000 | Hold |
| 8 | MELI | MERCADOLIBRE INC | $9.4M | 4.59% | 5,567 | Hold |
| 9 | TOST | TOAST INC | $6.6M | 3.19% | 236,062 | Added |
| 10 | PONY | PONY AI INC | $5.8M | 2.83% | 839,900 | Hold |
| 11 | AEVA | AEVA TECHNOLOGIES INC | $743,963 | 0.36% | 25,904 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR