Flight Deck Capital, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Flight Deck Capital, LP disclosed 14 US equity positions worth $94.5m in its Q2 2025 13F filing. The largest position was MELI at 15.4% of the reported book, followed by TSLA and HOOD. Against the Q1 2025 filing, it opened 3 new positions, added to 3 and reduced 7 among the top 14 holdings.
What did Flight Deck Capital, LP own in Q2 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 15.4% | $14.6m | 5,567 | 0% | held |
| 2 | TSLA TESLA INC | Consumer Cyclical | 11.9% | $11.2m | 35,400 | 60% | added |
| 3 | HOOD ROBINHOOD MKTS INC | Financial Services | 9.7% | $9.2m | 98,100 | -45% | reduced |
| 4 | 8QR CONFLUENT INC | 8.9% | $8.4m | 338,859 | 11% | added | |
| 5 | CVNA CARVANA CO | Consumer Cyclical | 6.5% | $6.2m | 18,300 | -47% | reduced |
| 6 | AFRM AFFIRM HLDGS INC | Financial Services | 6.3% | $6.0m | 86,700 | -9% | reduced |
| 7 | CYBERARK SOFTWARE LTD | 5.9% | $5.6m | 13,800 | 5% | added | |
| 8 | GEV GE VERNOVA INC | Industrials | 5.8% | $5.5m | 10,400 | – | new |
| 9 | ESTC ELASTIC N V | Technology | 5.7% | $5.4m | 63,900 | -26% | reduced |
| 10 | PONY PONY AI INC | Technology | 5.7% | $5.4m | 405,400 | – | new |
| 11 | FROG JFROG LTD | Technology | 5.6% | $5.3m | 121,353 | -38% | reduced |
| 12 | U UNITY SOFTWARE INC | Technology | 5.1% | $4.8m | 199,600 | -42% | reduced |
| 13 | SE SEA LTD | Consumer Cyclical | 4.5% | $4.3m | 26,859 | – | new |
| 14 | TOST TOAST INC | Technology | 2.8% | $2.6m | 59,162 | -27% | 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.