Flight Deck Capital, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Flight Deck Capital, LP reported 13 stock positions worth $85.5 million. Its top holding was Baidu Inc. - Spon ADR (BIDU) at 14.6% of the portfolio, followed by MercadoLibre (MELI, 13.4%) and Nu Holdings Ltd./Cayman Isl-A (NU, 12.8%). Compared with Q2 2024, it opened 3 new positions, sold out of 2, added to 4 and reduced 5. The biggest buy was a new position in Baidu Inc. - Spon ADR (BIDU) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001861705
- Portfolio Value
- $85.5M (Q3 2024)
- SEC Filing
- 0001214659-24-019127 ↗ filed Nov 14, 2024
Holdings Value
Holdings 13 stocks · $85.5M
| BIDU Baidu Inc. - Spon ADR | 14.61% | 118,700 | $12.5M | New |
| MELI MercadoLibre Inc. | 13.36% | 5,567 | $11.4M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 12.75% | 798,833 | $10.9M | Reduce -34.6% |
| ESTC Elastic NV | 11.31% | 126,000 | $9.7M | Add +74.5% |
| FROG Jfrog Ltd. | 8.81% | 259,453 | $7.5M | Add +43.3% |
| AFRM Affirm Holdings Inc. | 8.50% | 178,000 | $7.3M | New |
| S Sentinelone Inc. Class A | 6.64% | 237,300 | $5.7M | Add +12.8% |
| NFLX Netflix Inc. | 6.47% | 7,800 | $5.5M | Add +8.3% |
| CPNG Coupang Inc. | 6.42% | 223,600 | $5.5M | Reduce -17.8% |
| TSLA Tesla Inc. | 4.71% | 15,400 | $4.0M | Reduce -12.0% |
| TOST Toast Inc. Class A | 3.72% | 112,374 | $3.2M | Reduce -57.6% |
| RDDT Reddit Inc. Class A | 2.64% | 34,300 | $2.3M | New |
| CCO Clear Channel Outdoor Holdin | 0.06% | 32,954 | $53K | Reduce -98.8% |
Portfolio Sells Q2 2024 → Q3 2024
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -34.6% | 12.75% | −8.07 |
| TOST Toast Inc. Class A | Reduce -57.6% | 3.72% | −5.31 |
| CVNA Carvana Co. | Sold out | 0.00% | −5.23 |
| CCO Clear Channel Outdoor Holdin | Reduce -98.8% | 0.06% | −4.87 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −3.63 |
| CPNG Coupang Inc. | Reduce -17.8% | 6.42% | −1.12 |
| TSLA Tesla Inc. | Reduce -12.0% | 4.71% | +0.13 |
Portfolio Buys Q2 2024 → Q3 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 |