Flight Deck Capital, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Flight Deck Capital, LP disclosed 11 US equity positions worth $117.3m in its Q4 2025 13F filing. The largest position was BE at 20.1% of the reported book, followed by CVNA and U. Against the Q3 2025 filing, it opened 1 new position, added to 4 and reduced 2 among the top 11 holdings.
What did Flight Deck Capital, LP own in Q4 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BE BLOOM ENERGY CORP | Industrials | 20.1% | $23.5m | 270,676 | 0% | held |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 11.5% | $13.4m | 31,860 | 74% | added |
| 3 | U UNITY SOFTWARE INC | Technology | 11.3% | $13.2m | 299,000 | 50% | added |
| 4 | PONY PONY AI INC | Technology | 10.6% | $12.4m | 853,900 | 27% | added |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 9.6% | $11.2m | 5,567 | 0% | held |
| 6 | HOOD ROBINHOOD MKTS INC | Financial Services | 9.5% | $11.1m | 98,100 | 0% | held |
| 7 | AEVA AEVA TECHNOLOGIES INC | Technology | 8.6% | $10.1m | 761,821 | 56% | added |
| 8 | HUT HUT 8 CORP | Financial Services | 8.4% | $9.9m | 214,700 | – | new |
| 9 | TSLA TESLA INC | Consumer Cyclical | 6.8% | $7.9m | 17,600 | -35% | reduced |
| 10 | 8QR CONFLUENT INC | 2.0% | $2.4m | 79,129 | -80% | reduced | |
| 11 | TOST TOAST INC | Technology | 1.8% | $2.1m | 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.