Flight Deck Capital, LP — 13F holdings

Flight Deck Capital, LP reported 11 holdings worth $206M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BE BLOOM ENERGY CORP — $62.1M (30.2%)
2. U UNITY SOFTWARE INC — $40.0M (19.4%)
3. NET CLOUDFLARE INC — $22.0M (10.7%)
4. SE SEA LTD — $18.3M (8.9%)
5. CVNA CARVANA CO — $13.8M (6.7%)
6. CBRS CEREBRAS SYSTEMS INC — $13.7M (6.7%)
7. HOOD ROBINHOOD MKTS INC — $13.3M (6.5%)
8. MELI Mercadolibre Inc — $9.45M (4.6%)
9. TOST TOAST INC — $6.57M (3.2%)
10. PONY PONY AI INC — $5.84M (2.8%)