Flight Deck Capital, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Flight Deck Capital, LP disclosed 13 US equity positions worth $132.1m in its Q3 2025 13F filing. The largest position was BE at 17.3% of the reported book, followed by PONY and HOOD. Against the Q2 2025 filing, it opened 3 new positions, added to 3 and reduced 1 among the top 13 holdings.
What did Flight Deck Capital, LP own in Q3 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BE BLOOM ENERGY CORP | Industrials | 17.3% | $22.9m | 270,676 | – | new |
| 2 | PONY PONY AI INC | Technology | 11.5% | $15.1m | 672,600 | 66% | added |
| 3 | HOOD ROBINHOOD MKTS INC | Financial Services | 10.6% | $14.0m | 98,100 | 0% | held |
| 4 | MELI MERCADOLIBRE INC | Consumer Cyclical | 9.9% | $13.0m | 5,567 | 0% | held |
| 5 | TSLA TESLA INC | Consumer Cyclical | 9.1% | $12.1m | 27,100 | -23% | reduced |
| 6 | AFRM AFFIRM HLDGS INC | Financial Services | 6.6% | $8.7m | 118,500 | 37% | added |
| 7 | TWLO TWILIO INC | Technology | 6.1% | $8.0m | 80,300 | – | new |
| 8 | U UNITY SOFTWARE INC | Technology | 6.1% | $8.0m | 199,600 | 0% | held |
| 9 | 8QR CONFLUENT INC | 5.8% | $7.7m | 389,859 | 15% | added | |
| 10 | AEVA AEVA TECHNOLOGIES INC | Technology | 5.4% | $7.1m | 488,521 | – | new |
| 11 | CVNA CARVANA CO | Consumer Cyclical | 5.2% | $6.9m | 18,300 | 0% | held |
| 12 | GEV GE VERNOVA INC | Industrials | 4.8% | $6.4m | 10,400 | 0% | held |
| 13 | TOST TOAST INC | Technology | 1.6% | $2.2m | 59,162 | 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.