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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | U | UNITY SOFTWARE INC | $29.17 | -2.86% | 16.08% | -72.77% | $30.7M | 22.34% | +1,100,900 | +368.2% |
| 2 | BE | BLOOM ENERGY CORP | $263.61 | -9.53% | 1110.33% | 1109.22% | $27.8M | 20.23% | −65,400 | −24.2% |
| 3 | SE | SEA LTD | $86.56 | -6.00% | -47.73% | -68.66% | $15.8M | 11.50% | +190,900 | NEW |
| 4 | NET | CLOUDFLARE INC | $250.11 | -6.90% | 39.21% | 110.83% | $13.3M | 9.70% | +64,600 | NEW |
| 5 | AEVA | AEVA TECHNOLOGIES INC | $23.01 | -5.70% | 10.10% | -47.47% | $10.6M | 7.73% | +45,200 | +5.9% |
| 6 | MELI | MERCADOLIBRE INC | $1607.80 | -1.65% | -35.23% | 2.49% | $9.6M | 7.00% | — | HELD |
| 7 | HOOD | ROBINHOOD MKTS INC | $82.47 | -6.63% | 10.14% | 86.08% | $9.2M | 6.70% | +34,900 | +35.6% |
| 8 | CVNA | CARVANA CO | $66.51 | 0.48% | -2.61% | -1.48% | $8.3M | 6.02% | −5,520 | −17.3% |
| 9 | PONY | PONY AI INC | $8.62 | -9.83% | -38.12% | -39.93% | $7.9M | 5.77% | −14,000 | −1.6% |
| 10 | TOST | TOAST INC | $24.64 | -2.30% | -44.01% | -53.70% | $4.1M | 3.01% | +97,000 | +164.0% |
| 11 | HUT | HUT 8 CORP | $112.24 | -12.15% | 504.42% | 374.59% | — | — | −214,700 | EXITED |
| 12 | TSLA | TESLA INC | $391.00 | -6.56% | 32.48% | 70.69% | — | — | −17,600 | EXITED |
| 13 | 8QR | CONFLUENT INC | — | — | — | — | — | — | −79,129 | EXITED |
Source: SEC EDGAR · accession 0001214659-26-006452. 13F discloses long positions only — shorts, foreign equities, and options are excluded.