Flight Deck Capital, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Flight Deck Capital, Lp disclosed 10 stock positions valued at approximately $205.96M as of quarter-end June 30, 2026. The largest holdings include BLOOM ENERGY CORP, UNITY SOFTWARE INC, and CLOUDFLARE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $205.96M
Holdings by Sector
Flight Deck Capital, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BLOOM ENERGY CORP | BE | Industrials | 30.17% | 205,276 | - | - | $62,137,045 |
| UNITY SOFTWARE INC | U | Technology | 19.43% | 1,399,900 | - | - | $40,009,142 |
| CLOUDFLARE INC | NET | Technology | 10.69% | 89,800 | +25,200 | +39.01% | $22,026,144 |
| SEA LTD | SE | Consumer Cyclical | 8.88% | 190,900 | - | - | $18,293,947 |
| CARVANA CO | CVNA | Consumer Cyclical | 6.70% | 209,780 | +183,440 | +696.43% | $13,807,720 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 6.48% | 133,000 | - | - | $13,337,240 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 4.59% | 5,567 | - | - | $9,449,370 |
| TOAST INC | TOST | Technology | 3.19% | 236,062 | +79,900 | +51.16% | $6,567,245 |
| PONY AI INC | PONY | Other | 2.83% | 839,900 | - | - | $5,837,305 |
| AEVA TECHNOLOGIES INC | AEVA | Technology | 0.36% | 25,904 | -781,117 | -96.79% | $743,963 |
Showing 10 of 10 holdings in the latest reporting period.