Flight Deck Capital, LP
Flight Deck Capital, LP reported 11 US-listed holdings worth $206.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Bloom Energy Corp. (30.2%), Unity Software Inc. (19.4%) and Cloudflare Inc. (10.7%). Against the quarter before, it opened 1 position, added to 3, trimmed 1 and sold out of 0.
The 11 largest of its 11 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +112.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Cerebras Systems Inc. Com Class A CBRS$13.7 million
Added to 3
- Cloudflare Inc. NET+25,200 shares · +39%
- Carvana Co. CVNA+78,080 shares · +59%
- Toast, Inc. TOST+79,900 shares · +51%
Trimmed 1
- Aeva Technologies Inc. AEVA-781,117 shares · -97%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Bloom Energy Corp. BE | 205.3K | $62.1 million | 30.17% | no change |
| Unity Software Inc. U | 1.4M | $40.0 million | 19.43% | no change |
| Cloudflare Inc. NET | 89.8K | $22.0 million | 10.69% | +25.2K |
| Sea Limited SE | 190.9K | $18.3 million | 8.88% | no change |
| Carvana Co. CVNA | 209.8K | $13.8 million | 6.70% | +78.1K |
| Cerebras Systems Inc. Com Class A CBRS | 62.2K | $13.7 million | 6.67% | new |
| Robinhood Markets, Inc. HOOD | 133.0K | $13.3 million | 6.48% | no change |
| MercadoLibre, Inc. MELI | 5.6K | $9.4 million | 4.59% | no change |
| Toast, Inc. TOST | 236.1K | $6.6 million | 3.19% | +79.9K |
| Pony Ai Inc. PONY | 839.9K | $5.8 million | 2.83% | no change |
| Aeva Technologies Inc. AEVA | 25.9K | $743,963 | 0.36% | -781.1K |