Flight Deck Capital, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Flight Deck Capital, LP disclosed 12 US equity positions worth $89.9m in its Q4 2024 13F filing. The largest position was AVGO at 14.3% of the reported book, followed by ESTC and NU. Against the Q3 2024 filing, it opened 4 new positions, added to 1 and reduced 6 among the top 12 holdings.
What did Flight Deck Capital, LP own in Q4 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO BROADCOM INC | Technology | 14.3% | $12.9m | 55,600 | – | new |
| 2 | ESTC ELASTIC N V | Technology | 12.5% | $11.3m | 113,700 | -10% | reduced |
| 3 | NU NU HLDGS LTD | Financial Services | 12.5% | $11.2m | 1,082,633 | 36% | added |
| 4 | MELI MERCADOLIBRE INC | Consumer Cyclical | 10.5% | $9.5m | 5,567 | 0% | held |
| 5 | 8QR CONFLUENT INC | 7.7% | $6.9m | 246,659 | – | new | |
| 6 | CVNA CARVANA CO | Consumer Cyclical | 7.1% | $6.3m | 31,200 | – | new |
| 7 | AFRM AFFIRM HLDGS INC | Financial Services | 7.0% | $6.3m | 102,800 | -42% | reduced |
| 8 | BIDU BAIDU INC | Communication Services | 6.9% | $6.2m | 73,600 | -38% | reduced |
| 9 | FROG JFROG LTD | Technology | 6.8% | $6.1m | 207,953 | -20% | reduced |
| 10 | BE BLOOM ENERGY CORP | Industrials | 6.5% | $5.8m | 261,900 | – | new |
| 11 | S SENTINELONE INC | Technology | 5.0% | $4.5m | 202,700 | -15% | reduced |
| 12 | TOST TOAST INC | Technology | 3.3% | $2.9m | 80,862 | -28% | reduced |
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.