Flight Deck Capital, LP

Flight Deck Capital, LP reported 11 holdings worth US$206M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Flight Deck Capital, LP reported 11 holdings worth US$206M as of Jun 30, 2026. Largest: Bloom Energy Corporation, Unity Software Inc. and Cloudflare, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
11
Value as reported
US$206M

The filing in full

CompanySharesValue as reported% of portfolio
Bloom Energy Corporation205KUS$62.1M30.2%
Unity Software Inc.1.4MUS$40M19.4%
Cloudflare, Inc.89,800US$22M10.7%
Carvana Co.210KUS$13.8M6.7%
Cerebras Systems Inc.62,200US$13.7M6.7%
Robinhood Markets, Inc.133KUS$13.3M6.5%
Mercadolibre, Inc.5,567US$9.45M4.6%
Toast, Inc.236KUS$6.57M3.2%
Pony Ai Inc. Class A840KUS$5.84M2.8%
Aeva Technologies, Inc.25,904US$744K0.36%

Source

View original at SEC

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