Flight Deck Capital, LP — 13F Holdings & Portfolio
CIK 1861705 · latest 13F-HR filed 2026-05-15
Flight Deck Capital, LP manages $137.5M in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are U (22.34%), BE (20.23%), SE (11.50%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 3, added to 3, and trimmed 4.
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.
$137.5M
Long-equity book
10
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −3 / ↑3 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- UNITY SOFTWARE INC$17.5M +132.6%
- BLOOM ENERGY CORP$4.3M +18.3%
- TOAST INC$2.0M +97.1%
Top Trims
- CARVANA CO-$5.2M -38.4%
- PONY AI INC-$4.5M -36.0%
- ROBINHOOD MKTS INC-$1.9M -16.9%
- MERCADOLIBRE INC-$1.6M -14.2%
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 | UNITY SOFTWARE INC | U | 91332U101 | $30.7M | 22.34% | 1,399,900 | SH |
| 2 | BLOOM ENERGY CORP | BE | 093712107 | $27.8M | 20.23% | 205,276 | SH |
| 3 | SEA LTD | SE | 81141R100 | $15.8M | 11.50% | 190,900 | SH |
| 4 | CLOUDFLARE INC | NET | 18915M107 | $13.3M | 9.70% | 64,600 | SH |
| 5 | AEVA TECHNOLOGIES INC | AEVA | 00835Q202 | $10.6M | 7.73% | 807,021 | SH |
| 6 | MERCADOLIBRE INC | MELI | 58733R102 | $9.6M | 7.00% | 5,567 | SH |
| 7 | ROBINHOOD MKTS INC | HOOD | 770700102 | $9.2M | 6.70% | 133,000 | SH |
| 8 | CARVANA CO | CVNA | 146869102 | $8.3M | 6.02% | 26,340 | SH |
| 9 | PONY AI INC | PONY | 732908108 | $7.9M | 5.77% | 839,900 | SH |
| 10 | TOAST INC | TOST | 888787108 | $4.1M | 3.01% | 156,162 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |