Flight Deck Capital, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$137.5M
Q ending 2026-03-31
Prior quarter
$117.3M
Q ending 2025-12-31
Change
+17.3% QoQ · +41.9% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Unity Software Inc | U | Shares | $30.7M | 1.4M |
| Bloom Energy Corp | BE | Shares | $27.8M | 205K |
| Sea Ltd | SE | Shares | $15.8M | 191K |
| Cloudflare Inc | NET | Shares | $13.3M | 65K |
| Aeva Technologies Inc | AEVA | Shares | $10.6M | 807K |
| Mercadolibre Inc | MELI | Shares | $9.6M | 6K |
| Robinhood Mkts Inc | HOOD | Shares | $9.2M | 133K |
| Carvana Co | CVNA | Shares | $8.3M | 26K |
| Pony Ai Inc | PONY | Shares | $7.9M | 840K |
| Toast Inc | TOST | Shares | $4.1M | 156K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.