Flight Deck Capital, LP
CIK 1861705 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- BE30.17%
- U19.43%
- NET10.69%
- SE8.88%
- CVNA6.70%
- CBRS6.67%
- HOOD6.48%
- MELI4.59%
- TOST3.19%
- PONY2.83%
Share classes counted separately99.63%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BEWeight increased · +9.94 pp20.23% → 30.17%Shares 0 (0.00%)
- AEVAWeight decreased · -7.37 pp7.73% → 0.36%Shares -781.12K (-96.79%)
- PONYWeight decreased · -2.94 pp5.77% → 2.83%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 11
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BEBLOOM ENERGY CORP- ACOM CL A View history and evidence | $62.14M | 30.17% | 205.28K shares | 20.23% → 30.17%+9.94 pp 0 (0.00%) | Unchanged | ▾ |
| 02 | UUNITY SOFTWARE INC View history and evidence | $40.01M | 19.43% | 1.40M shares | 22.34% → 19.43%-2.91 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | NETCLOUDFLARE INC - CLASS ACL A COM View history and evidence | $22.03M | 10.69% | 89.80K shares | 9.70% → 10.69%+0.99 pp +25.20K (+39.01%) | Added | ▾ |
| 04 | SESEA LTD-ADRSPONSORD ADS View history and evidence | $18.29M | 8.88% | 190.90K shares | 11.50% → 8.88%-2.62 pp 0 (0.00%) | Unchanged | ▾ |
| 05 | CVNACARVANA COCL A View history and evidence | $13.81M | 6.70% | 209.78K shares | 6.02% → 6.70%+0.68 pp +183.44K (+696.43%) | Added | ▾ |
| 06 | CBRSCEREBRAS SYSTEMS INC - ACOM CL A View history and evidence | $13.75M | 6.67% | 62.20K shares | Prior unavailable +62.20K | New | ▾ |
| 07 | HOODROBINHOOD MARKETS INC - ACOM CL A View history and evidence | $13.34M | 6.48% | 133.00K shares | 6.70% → 6.48%-0.22 pp 0 (0.00%) | Unchanged | ▾ |
| 08 | MELIMERCADOLIBRE INC View history and evidence | $9.45M | 4.59% | 5.57K shares | 7.00% → 4.59%-2.41 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | TOSTTOAST INC-CLASS ACL A View history and evidence | $6.57M | 3.19% | 236.06K shares | 3.01% → 3.19%+0.18 pp +79.90K (+51.16%) | Added | ▾ |
| 10 | PONYPONY AI INCSPONSORED ADS View history and evidence | $5.84M | 2.83% | 839.90K shares | 5.77% → 2.83%-2.94 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1861705 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 205955321
}Take these holdings further.
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