Flight Deck Capital, Lp Portfolio Stock Holdings
Flight Deck Capital, Lp disclosed 10 stock positions valued at approximately $137.5 million in its latest SEC 13F filing. The largest holdings include UNITY SOFTWARE INC, BLOOM ENERGY CORP, and SEA LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $137.5M
Holdings by Sector
Flight Deck Capital, Lp Portfolio Holdings in Q1 2026
10 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNITY SOFTWARE INC | U | Technology | 22.34% | 1,399,900 | +1,100,900 | +368.19% | $30,713,806 |
| BLOOM ENERGY CORP | BE | Industrials | 20.23% | 205,276 | -65,400 | -24.16% | $27,812,845 |
| SEA LTD | SE | Consumer Cyclical | 11.50% | 190,900 | +190,900 | +100.00% | $15,808,429 |
| CLOUDFLARE INC | NET | Technology | 9.70% | 64,600 | +64,600 | +100.00% | $13,329,564 |
| AEVA TECHNOLOGIES INC | AEVA | Technology | 7.73% | 807,021 | +45,200 | +5.93% | $10,620,396 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 7.00% | 5,567 | - | - | $9,625,454 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 6.70% | 133,000 | +34,900 | +35.58% | $9,216,900 |
| CARVANA CO | CVNA | Consumer Cyclical | 6.02% | 26,340 | -5,520 | -17.33% | $8,280,769 |
| PONY AI INC | PONY | Other | 5.77% | 839,900 | -14,000 | -1.64% | $7,928,656 |
| TOAST INC | TOST | Technology | 3.01% | 156,162 | +97,000 | +163.96% | $4,139,855 |