Flight Deck Capital, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Flight Deck Capital, LP disclosed 14 US equity positions worth $96.9m in its Q1 2025 13F filing. The largest position was MELI at 11.2% of the reported book, followed by BIDU and AVGO. Against the Q4 2024 filing, it opened 4 new positions, added to 5 and reduced 3 among the top 14 holdings.
What did Flight Deck Capital, LP own in Q1 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 11.2% | $10.9m | 5,567 | 0% | held |
| 2 | BIDU BAIDU INC | Communication Services | 11.0% | $10.6m | 115,700 | 57% | added |
| 3 | AVGO BROADCOM INC | Technology | 10.6% | $10.2m | 61,100 | 10% | added |
| 4 | ESTC ELASTIC N V | Technology | 7.9% | $7.7m | 86,200 | -24% | reduced |
| 5 | HOOD ROBINHOOD MKTS INC | Financial Services | 7.6% | $7.4m | 177,600 | – | new |
| 6 | CVNA CARVANA CO | Consumer Cyclical | 7.5% | $7.3m | 34,700 | 11% | added |
| 7 | 8QR CONFLUENT INC | 7.4% | $7.1m | 304,759 | 24% | added | |
| 8 | U UNITY SOFTWARE INC | Technology | 7.0% | $6.8m | 345,900 | – | new |
| 9 | FROG JFROG LTD | Technology | 6.5% | $6.3m | 195,753 | -6% | reduced |
| 10 | TSLA TESLA INC | Consumer Cyclical | 5.9% | $5.7m | 22,100 | – | new |
| 11 | BE BLOOM ENERGY CORP | Industrials | 5.7% | $5.5m | 279,000 | 7% | added |
| 12 | CYBERARK SOFTWARE LTD | 4.6% | $4.5m | 13,200 | – | new | |
| 13 | AFRM AFFIRM HLDGS INC | Financial Services | 4.4% | $4.3m | 94,800 | -8% | reduced |
| 14 | TOST TOAST INC | Technology | 2.8% | $2.7m | 80,862 | 0% | held |
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.