StockDriftsStockDriftsTop 10 Flight Deck Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 30.17% | 205.3K | $62.1M | +0.00%(+0) | $16.66(+1279.87%) | 2026-06-30 | |
| U | UNITY SOFTWARE INC | 19.43% | 1.40M | $40.0M | +0.00%(+0) | $31.98(+44.34%) | 2026-06-30 | |
| NET | CLOUDFLARE INC | 10.69% | 89.8K | $22.0M | +39.01%(+25.20K) | $206.86(+47.15%) | 2026-06-30 | |
| SE | SEA LTD | 8.88% | 190.9K | $18.3M | +0.00%(+0) | $99.19(+22.93%) | 2026-06-30 | |
| CVNA | CARVANA CO | 6.7% | 209.8K | $13.8M | +59.29%(+78.08K) | $53.04(+42.53%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 6.48% | 133.0K | $13.3M | +0.00%(+0) | $53.02(+76.06%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 4.59% | 5.6K | $9.4M | +0.00%(+0) | $1311.15(+35.76%) | 2026-06-30 | |
| TOST | TOAST INC | 3.19% | 236.1K | $6.6M | +51.16%(+79.90K) | $28.14(+23.50%) | 2026-06-30 | |
| PONY | PONY AI INC | 2.83% | 839.9K | $5.8M | +0.00%(+0) | $14.77(-44.90%) | 2026-06-30 | |
| AEVA | AEVA TECHNOLOGIES INC | 0.36% | 25.9K | $744K | -96.79%(-781.12K) | $21.27(+9.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +44.97% | +204.66% | — | — | +77.10% |
| Top 20 Holdings Unweighted | +42.77% | +191.01% | — | — | +67.04% |
Flight Deck Capital LP reports $205.96M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are BE (30.2%), U (19.4%) and NET (10.7%). The top 20 holdings account for 93.32% of reported assets. Its disclosed equity book has returned +204.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Flight Deck Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1861705). View Flight Deck Capital LP’s 13F filings on SEC