Flight Deck Capital, LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Flight Deck Capital, LP reported 11 stock positions worth $117.3 million. Its top holding was Bloom Energy Class A (BE) at 20.1% of the portfolio, followed by Carvana (CVNA, 11.5%) and Unity Software (U, 11.3%). Compared with Q3 2025, it opened 1 new position, sold out of 3, added to 4 and reduced 2. The biggest buy was a new position in Hut 8 (HUT) and the biggest sale an exit from Affirm (AFRM).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001861705
- Portfolio Value
- $117.3M (Q4 2025)
- SEC Filing
- 0001214659-26-001964 ↗ filed Feb 17, 2026
Holdings Value
Holdings 11 stocks · $117.3M
| BE Bloom Energy Corp. Class A | 20.06% | 270,676 | $23.5M | No change |
| CVNA Carvana Co. | 11.47% | 31,860 | $13.4M | Add +74.1% |
| U Unity Software Inc. | 11.26% | 299,000 | $13.2M | Add +49.8% |
| PONY Pony AI Inc. | 10.56% | 853,900 | $12.4M | Add +27.0% |
| MELI MercadoLibre Inc. | 9.56% | 5,567 | $11.2M | No change |
| HOOD Robinhood Markets Inc. Class A | 9.46% | 98,100 | $11.1M | No change |
| AEVA Aeva Technologies Inc. | 8.63% | 761,821 | $10.1M | Add +55.9% |
| HUT Hut 8 Corp. | 8.41% | 214,700 | $9.9M | New |
| TSLA Tesla Inc. | 6.75% | 17,600 | $7.9M | Reduce -35.1% |
| CFLT Confluent Inc. Class A | 2.04% | 79,129 | $2.4M | Reduce -79.7% |
| TOST Toast Inc. Class A | 1.79% | 59,162 | $2.1M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |