Institutional Fund
Flight Deck Capital, LP
San Francisco, CACIK 18617055 filings on record
Portfolio Value
$137.48M
Q1 2026
Holdings
10
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+17.3%
from $117.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Unity Software Inc22.3%
- Bloom Energy Corp20.2%
- Sea Ltd11.5%
- Cloudflare Inc9.7%
- Aeva Technologies Inc7.7%
- Mercadolibre Inc7.0%
- Other21.5%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Unity Software Inc | 1.40M | $30.71M | 22.3% | +1.10M | Added |
| 2 | Bloom Energy Corp | 205.3K | $27.81M | 20.2% | −65.4K | Reduced |
| 3 | Sea Ltd | 190.9K | $15.81M | 11.5% | +190.9K | New |
| 4 | Cloudflare Inc | 64.6K | $13.33M | 9.7% | +64.6K | New |
| 5 | Aeva Technologies Inc | 807.0K | $10.62M | 7.7% | +45.2K | Added |
| 6 | Mercadolibre Inc | 5.6K | $9.63M | 7.0% | 0 | Held |
| 7 | Robinhood Mkts Inc | 133.0K | $9.22M | 6.7% | +34.9K | Added |
| 8 | Carvana Co | 26.3K | $8.28M | 6.0% | −5.5K | Reduced |
| 9 | Pony Ai Inc | 839.9K | $7.93M | 5.8% | −14.0K | Reduced |
| 10 | Toast Inc | 156.2K | $4.14M | 3.0% | +97.0K | Added |