Institutional
Flight Deck Capital, LP
CIK 0001861705
$137.5M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | U | UNITY SOFTWARE INC | $31.70 | -4.92% | -2.36% | -75.48% | $30.7M | 22.34% | — | HELD |
| 2 | BE | BLOOM ENERGY CORP | $212.63 | 2.66% | 464.05% | 866.95% | $27.8M | 20.23% | — | HELD |
| 3 | SE | SEA LTD | $106.32 | 0.08% | -31.11% | -68.60% | $15.8M | 11.50% | — | HELD |
| 4 | NET | CLOUDFLARE INC | $292.14 | 3.09% | 41.62% | 134.71% | $13.3M | 9.70% | — | HELD |
| 5 | AEVA | AEVA TECHNOLOGIES INC | $17.63 | 7.11% | 2.49% | -66.89% | $10.6M | 7.73% | — | HELD |
| 6 | MELI | MERCADOLIBRE INC | $1869.31 | -0.87% | -22.48% | -1.37% | $9.6M | 7.00% | — | HELD |
| 7 | HOOD | ROBINHOOD MKTS INC | $86.70 | 0.12% | -13.31% | 95.40% | $9.2M | 6.70% | — | HELD |
| 8 | CVNA | CARVANA CO | $60.10 | -2.17% | -18.29% | -8.39% | $8.3M | 6.02% | — | HELD |
| 9 | PONY | PONY AI INC | $7.88 | -0.82% | -39.53% | -45.05% | $7.9M | 5.77% | — | HELD |
| 10 | TOST | TOAST INC | $32.40 | -1.37% | -31.70% | -40.12% | $4.1M | 3.01% | — | HELD |
Source: SEC EDGAR · accession 0001214659-26-006452. 13F discloses long positions only — shorts, foreign equities, and options are excluded.