Flight Deck Capital, LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Flight Deck Capital, LP disclosed 13 US equity positions worth $85.5m in its Q3 2024 13F filing. The largest position was BIDU at 14.6% of the reported book, followed by MELI and NU.
What did Flight Deck Capital, LP own in Q3 2024? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BIDU BAIDU INC | Communication Services | 14.6% | $12.5m | 118,700 | – | |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 13.4% | $11.4m | 5,567 | – | |
| 3 | NU NU HLDGS LTD | Financial Services | 12.8% | $10.9m | 798,833 | – | |
| 4 | ESTC ELASTIC N V | Technology | 11.3% | $9.7m | 126,000 | – | |
| 5 | FROG JFROG LTD | Technology | 8.8% | $7.5m | 259,453 | – | |
| 6 | AFRM AFFIRM HLDGS INC | Financial Services | 8.5% | $7.3m | 178,000 | – | |
| 7 | S SENTINELONE INC | Technology | 6.6% | $5.7m | 237,300 | – | |
| 8 | NFLX NETFLIX INC | Communication Services | 6.5% | $5.5m | 7,800 | – | |
| 9 | CPNG COUPANG INC | Consumer Cyclical | 6.4% | $5.5m | 223,600 | – | |
| 10 | TSLA TESLA INC | Consumer Cyclical | 4.7% | $4.0m | 15,400 | – | |
| 11 | TOST TOAST INC | Technology | 3.7% | $3.2m | 112,374 | – | |
| 12 | RDDT REDDIT INC | Communication Services | 2.6% | $2.3m | 34,300 | – | |
| 13 | CCO CLEAR CHANNEL OUTDOOR HLDGS | Communication Services | 0.1% | $52.7k | 32,954 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.