Flight Deck Capital, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Flight Deck Capital, LP reported 12 stock positions worth $89.9 million. Its top holding was Broadcom (AVGO) at 14.3% of the portfolio, followed by Elastic (ESTC, 12.5%) and Nu Holdings Ltd./Cayman Isl-A (NU, 12.5%). Compared with Q3 2024, it opened 4 new positions, sold out of 5, added to 1 and reduced 6. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale Baidu Inc. - Spon ADR (BIDU, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001861705
- Portfolio Value
- $89.9M (Q4 2024)
- SEC Filing
- 0001214659-25-002830 ↗ filed Feb 14, 2025
Holdings Value
Holdings 12 stocks · $89.9M
| AVGO Broadcom Inc. | 14.33% | 55,600 | $12.9M | New |
| ESTC Elastic NV | 12.53% | 113,700 | $11.3M | Reduce -9.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 12.47% | 1,082,633 | $11.2M | Add +35.5% |
| MELI MercadoLibre Inc. | 10.53% | 5,567 | $9.5M | No change |
| CFLT Confluent Inc. Class A | 7.67% | 246,659 | $6.9M | New |
| CVNA Carvana Co. | 7.06% | 31,200 | $6.3M | New |
| AFRM Affirm Holdings Inc. | 6.96% | 102,800 | $6.3M | Reduce -42.3% |
| BIDU Baidu Inc. - Spon ADR | 6.90% | 73,600 | $6.2M | Reduce -38.0% |
| FROG Jfrog Ltd. | 6.80% | 207,953 | $6.1M | Reduce -19.9% |
| BE Bloom Energy Corp. Class A | 6.47% | 261,900 | $5.8M | New |
| S Sentinelone Inc. Class A | 5.00% | 202,700 | $4.5M | Reduce -14.6% |
| TOST Toast Inc. Class A | 3.28% | 80,862 | $2.9M | Reduce -28.0% |
Portfolio Sells Q3 2024 → Q4 2024
| BIDU Baidu Inc. - Spon ADR | Reduce -38.0% | 6.90% | −7.71 |
| NFLX Netflix Inc. | Sold out | 0.00% | −6.47 |
| CPNG Coupang Inc. | Sold out | 0.00% | −6.42 |
| TSLA Tesla Inc. | Sold out | 0.00% | −4.71 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −2.64 |
| FROG Jfrog Ltd. | Reduce -19.9% | 6.80% | −2.01 |
| S Sentinelone Inc. Class A | Reduce -14.6% | 5.00% | −1.63 |
| AFRM Affirm Holdings Inc. | Reduce -42.3% | 6.96% | −1.53 |
| TOST Toast Inc. Class A | Reduce -28.0% | 3.28% | −0.44 |
| CCO Clear Channel Outdoor Holdin | Sold out | 0.00% | −0.06 |
| ESTC Elastic NV | Reduce -9.8% | 12.53% | +1.22 |
Portfolio Buys Q3 2024 → Q4 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 |