Flight Deck Capital, LP
SAN FRANCISCO, CA
$206m in 11 US stocks at the end of 30 June 2026. The top 10 are 99.6% of the money. It changed about 18.5% of the portfolio this quarter.
Value
$206m
Stocks
11
Top 10 share
99.6%
Turnover
18.5%
What changed this quarter
New
Bought for the first time this quarter.
- Cerebras SystemsCBRS6.7% of the fund
Added
Bought more of a stock they already held.
- CloudflareNET10.7% of the fund+39%
- CarvanaCVNA6.7% of the fund+59%
- ToastTOST3.2% of the fund+51%
Cut
Sold some of their stake.
- Aeva TechnologiesAEVA0.4% of the fund-97%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- SeaSE
- Share
- 8.9%
- Value
- $18m
- Shares
- 190,900
Held
- Cerebras SystemsCBRS
- Share
- 6.7%
- Value
- $14m
- Shares
- 62,200
New
- Pony AIPONY
- Share
- 2.8%
- Value
- $6m
- Shares
- 839,900
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Bloom EnergyBE | 30.2% | $62m | 205,276 | Held |
| Unity SoftwareU | 19.4% | $40m | 1,399,900 | Held |
| CloudflareNET | 10.7% | $22m | 89,800 | +39% |
| SeaSE | 8.9% | $18m | 190,900 | Held |
| CarvanaCVNA | 6.7% | $14m | 209,780 | +59% |
| Cerebras SystemsCBRS | 6.7% | $14m | 62,200 | New |
| Robinhood MarketsHOOD | 6.5% | $13m | 133,000 | Held |
| MercadoLibreMELI | 4.6% | $9m | 5,567 | Held |
| ToastTOST | 3.2% | $7m | 236,062 | +51% |
| Pony AIPONY | 2.8% | $6m | 839,900 | Held |
| Aeva TechnologiesAEVA | 0.4% | $743,963 | 25,904 | -97% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 117.9% since 30 June 2025.
Where the money is
Technology41.4%
Industrials30.2%
Financial services9.7%
Retail & consumer7.1%
Other11.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.