Flight Deck Capital, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Flight Deck Capital, LP disclosed 11 US equity positions worth $206.0m in its Q2 2026 13F filing. The largest position was BE at 30.2% of the reported book, followed by U and NET. Against the Q1 2026 filing, it opened 1 new position, added to 3 and reduced 1 among the top 11 holdings.
What did Flight Deck Capital, LP own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | BE BLOOM ENERGY CORP | Industrials | 30.2% | $62.1m | 205,276 | 0% | held |
| 2 | U UNITY SOFTWARE INC | Technology | 19.4% | $40.0m | 1,399,900 | 0% | held |
| 3 | NET CLOUDFLARE INC | Technology | 10.7% | $22.0m | 89,800 | 39% | added |
| 4 | SE SEA LTD | Consumer Cyclical | 8.9% | $18.3m | 190,900 | 0% | held |
| 5 | CVNA CARVANA CO | Consumer Cyclical | 6.7% | $13.8m | 209,780 | 696% | added |
| 6 | CBRS CEREBRAS SYSTEMS INC | Technology | 6.7% | $13.7m | 62,200 | – | new |
| 7 | HOOD ROBINHOOD MKTS INC | Financial Services | 6.5% | $13.3m | 133,000 | 0% | held |
| 8 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.6% | $9.4m | 5,567 | 0% | held |
| 9 | TOST TOAST INC | Technology | 3.2% | $6.6m | 236,062 | 51% | added |
| 10 | PONY PONY AI INC | Technology | 2.8% | $5.8m | 839,900 | 0% | held |
| 11 | AEVA AEVA TECHNOLOGIES INC | Technology | 0.4% | $744.0k | 25,904 | -97% | 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.