Flight Deck Capital, LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Flight Deck Capital, LP reported 10 stock positions worth $137.5 million. Its top holding was Unity Software (U) at 22.3% of the portfolio, followed by Bloom Energy Class A (BE, 20.2%) and Sea Ltd.-ADR (SE, 11.5%). Compared with Q4 2025, it opened 2 new positions, sold out of 3, added to 4 and reduced 3. The biggest buy was a new position in Sea Ltd.-ADR (SE) and the biggest sale an exit from Hut 8 (HUT).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001861705
Portfolio Value
$137.5M (Q1 2026)
SEC Filing
0001214659-26-006452 ↗ filed May 15, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $77.4M Q1 2024 Q2 2024: $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 $137.5M Q1 2026 Q2 2026: $206.0M Q2 2026

Holdings 10 stocks · $137.5M
U Unity Software Inc. 22.34% 1,399,900 $30.7M Add +368.2%
BE Bloom Energy Corp. Class A 20.23% 205,276 $27.8M Reduce -24.2%
SE Sea Ltd.-ADR 11.50% 190,900 $15.8M New
NET Cloudflare Inc. Class A 9.70% 64,600 $13.3M New
AEVA Aeva Technologies Inc. 7.73% 807,021 $10.6M Add +5.9%
MELI MercadoLibre Inc. 7.00% 5,567 $9.6M No change
HOOD Robinhood Markets Inc. Class A 6.70% 133,000 $9.2M Add +35.6%
CVNA Carvana Co. 6.02% 26,340 $8.3M Reduce -17.3%
PONY Pony AI Inc. 5.77% 839,900 $7.9M Reduce -1.6%
TOST Toast Inc. Class A 3.01% 156,162 $4.1M Add +164.0%

Portfolio Sells Q4 2025 → Q1 2026
HUT Hut 8 Corp. Sold out 0.00% −8.41
TSLA Tesla Inc. Sold out 0.00% −6.75
CVNA Carvana Co. Reduce -17.3% 6.02% −5.44
PONY Pony AI Inc. Reduce -1.6% 5.77% −4.79
CFLT Confluent Inc. Class A Sold out 0.00% −2.04
BE Bloom Energy Corp. Class A Reduce -24.2% 20.23% +0.17

Portfolio Buys Q4 2025 → Q1 2026
SE Sea Ltd.-ADR New 11.50% +11.50
U Unity Software Inc. Add +368.2% 22.34% +11.08
NET Cloudflare Inc. Class A New 9.70% +9.70
TOST Toast Inc. Class A Add +164.0% 3.01% +1.22
AEVA Aeva Technologies Inc. Add +5.9% 7.73% −0.90
HOOD Robinhood Markets Inc. Class A Add +35.6% 6.70% −2.76

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