Flight Deck Capital, LP 13F Holdings
CIK 0001861705 · SAN FRANCISCO, CA
As of Sep 30, 2025, Flight Deck Capital, LP reported 13 positions worth
CIK 0001861705 · SAN FRANCISCO, CA
As of Sep 30, 2025, Flight Deck Capital, LP reported 13 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BLOOM ENERGY CORP | BE | Industrials | 270,676 | $22.9M | 17.33% |
| PONY AI INC | PONY | Industrials | 672,600 | 5.1M | 11.45% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 98,100 | 4.0M | 10.63% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 5,567 | 3.0M | 9.85% |
| TESLA INC | TSLA | Consumer Cyclical | 27,100 | 2.1M | 9.12% |
| AFFIRM HOLDINGS INC | AFRM | Technology | 118,500 | $8.7M | 6.56% |
| TWILIO INC | TWLO | Communication Services | 80,300 | $8.0M | 6.09% |
| UNITY SOFTWARE INC | U | Technology | 199,600 | $8.0M | 6.05% |
| CONFLUENT INC | CFLT | Technology | 389,859 | $7.7M | 5.84% |
| AEVA TECHNOLOGIES INC | AEVA | Consumer Cyclical | 488,521 | $7.1M | 5.36% |
| CARVANA CO | CVNA | Consumer Cyclical | 18,300 | $6.9M | 5.23% |
| GE VERNOVA INC | GEV | Utilities | 10,400 | $6.4M | 4.84% |
| TOAST INC | TOST | Technology | 59,162 | $2.2M | 1.64% |