Flight Deck Capital, LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Flight Deck Capital, LP reported 13 stock positions worth $132.1 million. Its top holding was Bloom Energy Class A (BE) at 17.3% of the portfolio, followed by Pony AI (PONY, 11.5%) and Robinhood Markets Class A (HOOD, 10.6%). Compared with Q2 2025, it opened 3 new positions, sold out of 4, added to 3 and reduced 1. The biggest buy was a new position in Bloom Energy Class A (BE) and the biggest sale an exit from Cyberark Software Ltd./Israel (CYBR).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001861705
- Portfolio Value
- $132.1M (Q3 2025)
- SEC Filing
- 0001214659-25-016620 ↗ filed Nov 14, 2025
Holdings Value
Holdings 13 stocks · $132.1M
| BE Bloom Energy Corp. Class A | 17.33% | 270,676 | $22.9M | New |
| PONY Pony AI Inc. | 11.45% | 672,600 | $15.1M | Add +65.9% |
| HOOD Robinhood Markets Inc. Class A | 10.63% | 98,100 | $14.0M | No change |
| MELI MercadoLibre Inc. | 9.85% | 5,567 | $13.0M | No change |
| TSLA Tesla Inc. | 9.13% | 27,100 | $12.1M | Reduce -23.4% |
| AFRM Affirm Holdings Inc. | 6.56% | 118,500 | $8.7M | Add +36.7% |
| TWLO Twilio Inc. Class A | 6.09% | 80,300 | $8.0M | New |
| U Unity Software Inc. | 6.05% | 199,600 | $8.0M | No change |
| CFLT Confluent Inc. Class A | 5.84% | 389,859 | $7.7M | Add +15.1% |
| AEVA Aeva Technologies Inc. | 5.36% | 488,521 | $7.1M | New |
| CVNA Carvana Co. | 5.23% | 18,300 | $6.9M | No change |
| GEV GE Vernova Inc. | 4.84% | 10,400 | $6.4M | No change |
| TOST Toast Inc. Class A | 1.64% | 59,162 | $2.2M | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
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 |