Flight Deck Capital, LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Flight Deck Capital, LP reported 12 stock positions worth $75.6 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 20.8% of the portfolio, followed by MercadoLibre (MELI, 12.1%) and Elastic (ESTC, 10.9%). Compared with Q1 2024, it opened 4 new positions, sold out of 3, added to 3 and reduced 3. The biggest buy was a new position in Coupang (CPNG) and the biggest sale an exit from Dlocal (DLO).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001861705
Portfolio Value
$75.6M (Q2 2024)
SEC Filing
0001214659-24-014672 ↗ filed Aug 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $77.4M Q1 2024 Q2 2024: $75.6M $75.6M Q2 2024 Q3 2024: $85.5M Q3 2024 Q4 2024: $89.9M Q4 2024 Q1 2025: $96.9M Q1 2025 Q2 2025: $94.5M Q2 2025 Q3 2025: $132.1M Q3 2025 Q4 2025: $117.3M Q4 2025 Q1 2026: $137.5M Q1 2026 Q2 2026: $206.0M Q2 2026

Holdings 12 stocks · $75.6M
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 20.82% 1,221,233 $15.7M No change
MELI MercadoLibre Inc. 12.10% 5,567 $9.1M Reduce -34.3%
ESTC Elastic NV 10.88% 72,200 $8.2M No change
TOST Toast Inc. Class A 9.03% 264,974 $6.8M Reduce -21.2%
FROG Jfrog Ltd. 8.99% 181,000 $6.8M Add +72.5%
CPNG Coupang Inc. 7.54% 272,000 $5.7M New
NFLX Netflix Inc. 6.43% 7,200 $4.9M New
S Sentinelone Inc. Class A 5.85% 210,300 $4.4M Add +26.7%
CVNA Carvana Co. 5.23% 30,700 $4.0M New
CCO Clear Channel Outdoor Holdin 4.94% 2,646,922 $3.7M Add +89.8%
TSLA Tesla Inc. 4.58% 17,500 $3.5M Reduce -34.5%
SE Sea Ltd.-ADR 3.63% 38,400 $2.7M New

Portfolio Sells Q1 2024 → Q2 2024
DLO Dlocal Ltd. Sold out 0.00% −11.66
GTLB Gitlab Inc. Class A Sold out 0.00% −7.23
PINS Pinterest Inc. Class A Sold out 0.00% −5.60
MELI MercadoLibre Inc. Reduce -34.3% 12.10% −4.43
TOST Toast Inc. Class A Reduce -21.2% 9.03% −1.79
TSLA Tesla Inc. Reduce -34.5% 4.58% −1.48

Portfolio Buys Q1 2024 → Q2 2024
CPNG Coupang Inc. New 7.54% +7.54
NFLX Netflix Inc. New 6.43% +6.43
CVNA Carvana Co. New 5.23% +5.23
SE Sea Ltd.-ADR New 3.63% +3.63
FROG Jfrog Ltd. Add +72.5% 8.99% +3.00
CCO Clear Channel Outdoor Holdin Add +89.8% 4.94% +1.96
S Sentinelone Inc. Class A Add +26.7% 5.85% +0.86

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$206.0MBE, U, NET, SE, CVNA
Q1 2026 10$137.5MU, BE, SE, NET, AEVA
Q4 2025 11$117.3MBE, CVNA, U, PONY, MELI
Q3 2025 13$132.1MBE, PONY, HOOD, MELI, TSLA
Q2 2025 14$94.5MMELI, TSLA, HOOD, CFLT, CVNA
Q1 2025 14$96.9MMELI, BIDU, AVGO, ESTC, HOOD
Q4 2024 12$89.9MAVGO, ESTC, NU, MELI, CFLT
Q3 2024 13$85.5MBIDU, MELI, NU, ESTC, FROG
Q2 2024 12$75.6MNU, MELI, ESTC, TOST, FROG
Q1 2024 11$77.4MNU, MELI, DLO, TOST, ESTC