Flight Deck Capital, LP: 13F holdings
CIK 18617052026Q2
| Positions | 11 |
|---|
| Reported value | $206.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 11 (+1 vs prior quarter) |
|---|
| Reported value | $206.0m (+49.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BE BLOOM ENERGY CORP | 205,276 | $62.1m | 30.2% |
| U UNITY SOFTWARE INC | 1,399,900 | $40.0m | 19.4% |
| NET CLOUDFLARE INC | 89,800 | $22.0m | 10.7% |
| SE SEA LTD | 190,900 | $18.3m | 8.9% |
| CVNA CARVANA CO | 209,780 | $13.8m | 6.7% |
| CBRS CEREBRAS SYSTEMS INC | 62,200 | $13.7m | 6.7% |
| HOOD ROBINHOOD MKTS INC | 133,000 | $13.3m | 6.5% |
| MELI MERCADOLIBRE INC | 5,567 | $9.4m | 4.6% |
| TOST TOAST INC | 236,062 | $6.6m | 3.2% |
| PONY PONY AI INC | 839,900 | $5.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1861705")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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