Flight Deck Capital, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Flight Deck Capital, LP disclosed 10 US equity positions worth $137.5m in its Q1 2026 13F filing. The largest position was U at 22.3% of the reported book, followed by BE and SE.
What did Flight Deck Capital, LP own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | U UNITY SOFTWARE INC | Technology | 22.3% | $30.7m | 1,399,900 | – | |
| 2 | BE BLOOM ENERGY CORP | Industrials | 20.2% | $27.8m | 205,276 | – | |
| 3 | SE SEA LTD | Consumer Cyclical | 11.5% | $15.8m | 190,900 | – | |
| 4 | NET CLOUDFLARE INC | Technology | 9.7% | $13.3m | 64,600 | – | |
| 5 | AEVA AEVA TECHNOLOGIES INC | Technology | 7.7% | $10.6m | 807,021 | – | |
| 6 | MELI MERCADOLIBRE INC | Consumer Cyclical | 7.0% | $9.6m | 5,567 | – | |
| 7 | HOOD ROBINHOOD MKTS INC | Financial Services | 6.7% | $9.2m | 133,000 | – | |
| 8 | CVNA CARVANA CO | Consumer Cyclical | 6.0% | $8.3m | 26,340 | – | |
| 9 | PONY PONY AI INC | Technology | 5.8% | $7.9m | 839,900 | – | |
| 10 | TOST TOAST INC | Technology | 3.0% | $4.1m | 156,162 | – |
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.