Flight Deck Capital, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Flight Deck Capital, LP reported 11 stock positions worth $206.0 million. Its top holding was Bloom Energy Class A (BE) at 30.2% of the portfolio, followed by Unity Software (U, 19.4%) and Cloudflare Class A (NET, 10.7%). Compared with Q1 2026, it opened 1 new position, added to 3 and reduced 1. The biggest buy was a new position in Cerebras Systems Class A (CBRS) and the biggest sale Aeva Technologies (AEVA, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001861705
- Portfolio Value
- $206.0M (Q2 2026)
- SEC Filing
- 0001214659-26-010365 ↗ filed Aug 14, 2026
Holdings Value
Holdings 11 stocks · $206.0M
| BE Bloom Energy Corp. Class A | 30.17% | 205,276 | $62.1M | No change |
| U Unity Software Inc. | 19.43% | 1,399,900 | $40.0M | No change |
| NET Cloudflare Inc. Class A | 10.69% | 89,800 | $22.0M | Add +39.0% |
| SE Sea Ltd.-ADR | 8.88% | 190,900 | $18.3M | No change |
| CVNA Carvana Co. | 6.70% | 209,780 | $13.8M | Add +59.3% |
| CBRS Cerebras Systems Inc. Class A | 6.67% | 62,200 | $13.7M | New |
| HOOD Robinhood Markets Inc. Class A | 6.48% | 133,000 | $13.3M | No change |
| MELI MercadoLibre Inc. | 4.59% | 5,567 | $9.4M | No change |
| TOST Toast Inc. Class A | 3.19% | 236,062 | $6.6M | Add +51.2% |
| PONY Pony AI Inc. | 2.83% | 839,900 | $5.8M | No change |
| AEVA Aeva Technologies Inc. | 0.36% | 25,904 | $744K | Reduce -96.8% |
Portfolio Sells Q1 2026 → Q2 2026
| AEVA Aeva Technologies Inc. | Reduce -96.8% | 0.36% | −7.36 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $206.0M | BE, U, NET, SE, CVNA |
| Q1 2026 | 10 | $137.5M | U, BE, SE, NET, AEVA |
| Q4 2025 | 11 | $117.3M | BE, CVNA, U, PONY, MELI |
| Q3 2025 | 13 | $132.1M | BE, PONY, HOOD, MELI, TSLA |
| Q2 2025 | 14 | $94.5M | MELI, TSLA, HOOD, CFLT, CVNA |
| Q1 2025 | 14 | $96.9M | MELI, BIDU, AVGO, ESTC, HOOD |
| Q4 2024 | 12 | $89.9M | AVGO, ESTC, NU, MELI, CFLT |
| Q3 2024 | 13 | $85.5M | BIDU, MELI, NU, ESTC, FROG |
| Q2 2024 | 12 | $75.6M | NU, MELI, ESTC, TOST, FROG |
| Q1 2024 | 11 | $77.4M | NU, MELI, DLO, TOST, ESTC |