Flight Deck Capital, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Flight Deck Capital, LP reported 11 stock positions worth $77.4 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 18.8% of the portfolio, followed by MercadoLibre (MELI, 16.5%) and Dlocal (DLO, 11.7%). Compared with Q4 2023, it opened 3 new positions, sold out of 7, added to 3 and reduced 3. The biggest buy was a new position in Elastic (ESTC) and the biggest sale an exit from CrowdStrike Class A (CRWD).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001861705
- Portfolio Value
- $77.4M (Q1 2024)
- SEC Filing
- 0001214659-24-009297 ↗ filed May 15, 2024
Holdings Value
Holdings 11 stocks · $77.4M
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 18.81% | 1,221,233 | $14.6M | No change |
| MELI MercadoLibre Inc. | 16.53% | 8,467 | $12.8M | No change |
| DLO Dlocal Ltd. | 11.66% | 614,069 | $9.0M | Add +28.7% |
| TOST Toast Inc. Class A | 10.82% | 336,174 | $8.4M | Reduce -38.2% |
| ESTC Elastic NV | 9.34% | 72,200 | $7.2M | New |
| GTLB Gitlab Inc. Class A | 7.23% | 96,000 | $5.6M | New |
| TSLA Tesla Inc. | 6.06% | 26,700 | $4.7M | Add +103.8% |
| FROG Jfrog Ltd. | 5.99% | 104,900 | $4.6M | Add +8.1% |
| PINS Pinterest Inc. Class A | 5.60% | 125,000 | $4.3M | Reduce -24.3% |
| S Sentinelone Inc. Class A | 5.00% | 166,000 | $3.9M | New |
| CCO Clear Channel Outdoor Holdin | 2.97% | 1,394,748 | $2.3M | Reduce -39.0% |
Portfolio Sells Q4 2023 → Q1 2024
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −6.24 |
| NXDR Nextdoor Holdings Inc. | Sold out | 0.00% | −5.47 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −4.34 |
| PENN Penn Entertainment Inc. | Sold out | 0.00% | −4.29 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −4.28 |
| MDB Mongodb Inc. | Sold out | 0.00% | −2.30 |
| CCO Clear Channel Outdoor Holdin | Reduce -39.0% | 2.97% | −2.12 |
| PINS Pinterest Inc. Class A | Reduce -24.3% | 5.60% | −1.88 |
| TOST Toast Inc. Class A | Reduce -38.2% | 10.82% | −1.32 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −1.31 |
Portfolio Buys Q4 2023 → Q1 2024
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 |