Q1 2026 · 13F-HR
Flight Deck Capital, LPholdings as filed
Filed 2026-05-15 · accession 0001214659-26-006452
$137.5M
Reported value
10
Positions
2026-03-31
Period end
The Brief · Flight Deck Capital, LP · Q1 2026
AI · grounded in 13F
Flight Deck Capital, LP established a new position in SE valued at $15.8M. The fund also opened a new position in NET for $13.3M and increased its stake in U by 368.19%. These additions offset the complete exits of positions in HUT and TSLA, which reduced the portfolio by $9.8M and $7.9M respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91332U101 | U | UNITY SOFTWARE INC | $30.7M | 22.3% | 1,399,900 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $27.8M | 20.2% | 205,276 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $15.8M | 11.5% | 190,900 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $13.3M | 9.70% | 64,600 | Common | SOLE |
| 00835Q202 | AEVA | AEVA TECHNOLOGIES INC | $10.6M | 7.73% | 807,021 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $9.6M | 7.00% | 5,567 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $9.2M | 6.70% | 133,000 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $8.3M | 6.02% | 26,340 | Common | SOLE |
| 732908108 | PONY | PONY AI INC | $7.9M | 5.77% | 839,900 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $4.1M | 3.01% | 156,162 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.