Flight Deck Capital, LP — 13F Holdings & Portfolio
CIK 1861705 · latest 13F-HR filed 2026-08-14
Flight Deck Capital, LP manages $206.0M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BE (30.17%), U (19.43%), NET (10.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 7, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 1750
SAN FRANCISCO, CA 94108
$206.0M
Long-equity book
11
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −0 / ↑7 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BLOOM ENERGY CORP$34.3M +123.4%
- UNITY SOFTWARE INC$9.3M +30.3%
- CLOUDFLARE INC$8.7M +65.2%
- CARVANA CO$5.5M +66.7%
- ROBINHOOD MKTS INC$4.1M +44.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BLOOM ENERGY CORP | BE | 093712107 | $62.1M | 30.17% | 205,276 | SH |
| 2 | UNITY SOFTWARE INC | U | 91332U101 | $40.0M | 19.43% | 1,399,900 | SH |
| 3 | CLOUDFLARE INC | NET | 18915M107 | $22.0M | 10.69% | 89,800 | SH |
| 4 | SEA LTD | SE | 81141R100 | $18.3M | 8.88% | 190,900 | SH |
| 5 | CARVANA CO | CVNA | 146869102 | $13.8M | 6.70% | 209,780 | SH |
| 6 | CEREBRAS SYSTEMS INC | CBRS | 15675D103 | $13.7M | 6.67% | 62,200 | SH |
| 7 | ROBINHOOD MKTS INC | HOOD | 770700102 | $13.3M | 6.48% | 133,000 | SH |
| 8 | MERCADOLIBRE INC | MELI | 58733R102 | $9.4M | 4.59% | 5,567 | SH |
| 9 | TOAST INC | TOST | 888787108 | $6.6M | 3.19% | 236,062 | SH |
| 10 | PONY AI INC | PONY | 732908108 | $5.8M | 2.83% | 839,900 | SH |
| 11 | AEVA TECHNOLOGIES INC | AEVA | 00835Q202 | $744.0K | 0.36% | 25,904 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $206.0M | 11 | 0001214659-26-010365 |
| 2026-03-31 | 2026-05-15 | $137.5M | 10 | 0001214659-26-006452 |
| 2025-12-31 | 2026-02-17 | $117.3M | 11 | 0001214659-26-001964 |
| 2025-09-30 | 2025-11-14 | $132.1M | 13 | 0001214659-25-016620 |