Flight Deck Capital, LP

ContrarianQuality / disciplined sizingSector-focused

Total reported value

$137.5M

Reporting period: 2026-03-31 · Number of holdings: 10

Flight Deck Capital, LP disclosed 10 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $137.5M and a quarterly turnover rate of 68.1%.

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Personality snowflake

Concentration: 54.68
Portfolio Stability: 68.1
Momentum/Contrarian: 0
Sector conviction: 79.55
Diversification: 20
Sizing Uniformity: 93.62

Recent moves

Add U
+368.2%　$17.5M
Trim CVNA
-17.3%　-$5.2M
Trim PONY
-1.6%　-$4.5M
Trim HOOD
+35.6%　-$1.9M
Trim MELI
0.0%　-$1.6M
Add TOST
+164.0%　$2.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	U	Unity Software INC	Stock-Tech	22.34%	+11.08%	+368.19%
2	BE	Bloom Energy Corp- A	Stock-Industrials	20.23%	+0.17%	-24.16%
3	SE	Sea Ltd-adr	Stock-Comm Services	11.50%	+11.50%	NEW
4	NET	Cloudflare INC - Class A	Stock-Tech	9.70%	+9.70%	NEW
5	AEVA	Aeva Technologies INC	Stock-Other	7.73%	-0.90%	+5.93%
6	MELI	Mercadolibre INC	Stock-Consumer Disc	7.00%	-2.56%	—
7	HOOD	Robinhood Markets INC - A	Stock-Financials	6.70%	-2.76%	+35.58%
8	CVNA	Carvana Co	Stock-Consumer Disc	6.02%	-5.45%	-17.33%
9	PONY	Pony Ai INC	Stock-Other	5.77%	-4.79%	-1.64%
10	TOST	Toast Inc-class A	Stock-Tech	3.01%	+1.22%	+163.96%

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	10	$137.5M	68	1U 2BE 3SE Top holdings2026-03-31 1.U 2.BE 3.SE 4.NET 5.AEVA 6.MELI 7.HOOD 8.CVNA 9.PONY 10.TOST
2025-12-31	11	$117.3M	52	1BE 2CVNA 3U Top holdings2025-12-31 1.BE 2.CVNA 3.U 4.PONY 5.MELI 6.HOOD 7.AEVA 8.HUT 9.TSLA 10.8QR
2025-09-30	13	$132.1M	100	1BE 2PONY 3HOOD Top holdings2025-09-30 1.BE 2.PONY 3.HOOD 4.MELI 5.TSLA 6.AFRM 7.TWLO 8.U 9.8QR 10.AEVA
2025-06-30	14	$94.5M	0	1MELI 2TSLA 3HOOD Top holdings2025-06-30 1.MELI 2.TSLA 3.HOOD 4.8QR 5.CVNA 6.AFRM 7.M2682V 8.GEV 9.VOO 10.PONY
2025-03-31	14	$96.9M	0	1MELI 2BIDU 3AVGO Top holdings2025-03-31 1.MELI 2.BIDU 3.AVGO 4.VOO 5.HOOD 6.CVNA 7.8QR 8.U 9.FROG 10.TSLA
2024-12-31	12	$89.9M	0	1AVGO 2VOO 3NU Top holdings2024-12-31 1.AVGO 2.VOO 3.NU 4.MELI 5.8QR 6.CVNA 7.AFRM 8.BIDU 9.FROG 10.BE
2024-09-30	13	$85.5M	0	1BIDU 2MELI 3NU Top holdings2024-09-30 1.BIDU 2.MELI 3.NU 4.VOO 5.FROG 6.AFRM 7.S 8.NFLX 9.CPNG 10.TSLA
2024-06-30	12	$75.6M	0	1NU 2MELI 3VOO Top holdings2024-06-30 1.NU 2.MELI 3.VOO 4.TOST 5.FROG 6.CPNG 7.NFLX 8.S 9.CVNA 10.CCO
2024-03-31	11	$77.4M	0	1NU 2MELI 3DLO Top holdings2024-03-31 1.NU 2.MELI 3.DLO 4.TOST 5.VOO 6.GTLB 7.TSLA 8.FROG 9.PINS 10.S
2023-12-31	15	$81.8M	0	1MELI 2NU 3TOST Top holdings2023-12-31 1.MELI 2.NU 3.TOST 4.DLO 5.PINS 6.CRWD 7.NXDR 8.CCO 9.ZG 10.PENN
2023-09-30	13	$81.9M	0	1MELI 2DLO 3NU Top holdings2023-09-30 1.MELI 2.DLO 3.NU 4.TOST 5.CCO 6.S 7.RBLX 8.DDOG 9.NXDR 10.HCP2EUR
2023-06-30	14	$112.7M	0	1NFLX 2TOST 3MELI Top holdings2023-06-30 1.NFLX 2.TOST 3.MELI 4.S 5.CCO 6.NXDR 7.DLO 8.GTM 9.MSFT 10.SPLKCHF
2023-03-31	15	$130.1M	0	1NFLX 2MELI 3S Top holdings2023-03-31 1.NFLX 2.MELI 3.S 4.DLO 5.PANW 6.CCO 7.UBER 8.TOST 9.0C3 10.SPLKCHF
2022-12-31	16	$105.0M	0	1NFLX 2MELI 30C3 Top holdings2022-12-31 1.NFLX 2.MELI 3.0C3 4.S 5.DLO 6.UBER 7.NXDR 8.TOST 9.PANW 10.CCO
2022-09-30	18	$116.5M	0	1S 2NFLX 3MELI Top holdings2022-09-30 1.S 2.NFLX 3.MELI 4.0C3 5.DLO 6.UBER 7.U 8.CCO 9.M2682V 10.PANW
2022-06-30	19	$132.9M	0	1MELI 2FIVN 3CRWD Top holdings2022-06-30 1.MELI 2.FIVN 3.CRWD 4.0C3 5.S 6.DLO 7.U 8.TWLO 9.FLT1EUR 10.TSLA
2022-03-31	18	$153.8M	0	1MELI 2CZR 3FIVN Top holdings2022-03-31 1.MELI 2.CZR 3.FIVN 4.UBER 5.SQM 6.0C3 7.ALB 8.TOST 9.FLT1EUR 10.TWLO
2021-12-31	17	$213.1M	0	1AFRM 2MELI 3CZR Top holdings2021-12-31 1.AFRM 2.MELI 3.CZR 4.UBER 5.FIVN 6.RBLX 7.TWLO 8.S 9.GTM 10.MGM

Holding changes this quarter

Flight Deck Capital, LP's most significant position changes for 2026-03-31: New buy: Sea Ltd-adr (SE); New buy: Cloudflare INC - Class A (NET); Sold out: Hut 8 CORP (HUT); Sold out: Tesla INC (TSLA); Sold out: Confluent Inc-class A (8QR).

Position changes disclosed by Flight Deck Capital, LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	U	Unity Software INC	+11.1%	+368.19%	Add
2	TOST	Toast Inc-class A	+1.2%	+163.96%	Add
3	BE	Bloom Energy Corp- A	+0.2%	-24.16%	Trim
4	AEVA	Aeva Technologies INC	-0.9%	+5.93%	Add
5	MELI	Mercadolibre INC	-2.6%	—	Unchanged
6	HOOD	Robinhood Markets INC - A	-2.8%	+35.58%	Add
7	PONY	Pony Ai INC	-4.8%	-1.64%	Trim
8	CVNA	Carvana Co	-5.5%	-17.33%	Trim
9	SE	Sea Ltd-adr	—	NEW	New buy
10	NET	Cloudflare INC - Class A	—	NEW	New buy
11	HUT	Hut 8 CORP	—	EXIT	Sold out
12	TSLA	Tesla INC	—	EXIT	Sold out
13	8QR	Confluent Inc-class A	—	EXIT	Sold out

FAQ

What is Flight Deck Capital, LP and what type of investor is it?

Flight Deck Capital, LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $137.5M, spread across 10 disclosed positions.

What are Flight Deck Capital, LP's largest equity positions?

Based on the latest 13F filing, Flight Deck Capital, LP's top holdings by market value are: 1. Unity Software INC (U) — $30.7M (22.3%) 2. Bloom Energy Corp- A (BE) — $27.8M (20.2%) 3. Sea Ltd-adr (SE) — $15.8M (11.5%) 4. Cloudflare INC - Class A (NET) — $13.3M (9.7%) 5. Aeva Technologies INC (AEVA) — $10.6M (7.7%)

What changes did Flight Deck Capital, LP make in its most recent portfolio filing?

In the latest reported quarter, Flight Deck Capital, LP made 12 notable position adjustments: 2 new positions were initiated, 4 existing holdings were added to, 3 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Sea Ltd-adr (SE); New buy: Cloudflare INC - Class A (NET); Sold out: Hut 8 CORP (HUT); Sold out: Tesla INC (TSLA); Sold out: Confluent Inc-class A (8QR)

What sectors does Flight Deck Capital, LP focus on?

Flight Deck Capital, LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 40.5% • Industrials: 23.4% • Consumer Discretionary: 15.1% • Communication Services: 13.3% • Financials: 7.8%