Flight Deck Capital, LP
Net buyer this quarter
$206M
11
+$4.86M
99.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BE | $62.1M | 30.17% | 0.07% | Not reported | Q4 2024 |
 U | $40M | 19.43% | 0.32% | Not reported | Q2 2022 |
 NET | $22M | 10.69% | Not reported | +39.0% | Q1 2026 |
 SE | $18.3M | 8.88% | 0.11% | Not reported | Q2 2024 |
 CVNA | $13.8M | 6.70% | Not reported | +59.3% | Q2 2024 |
 CBRS | $13.7M | 6.67% | Not reported | New | Q2 2026 |
 HOOD | $13.3M | 6.48% | 0.06% | Not reported | Q1 2025 |
 MELI | $9.45M | 4.59% | 0.01% | Not reported | Q4 2021 |
 TOST | $6.57M | 3.19% | 0.11% | +51.2% | Q4 2021 |
 PONY | $5.84M | 2.83% | 0.19% | Not reported | Q2 2025 |
 AEVA | $744K | 0.36% | 0.04% | -96.8% | Q3 2025 |
| Q1 2026 | |||||
| U | $30.7M | 22.34% | 0.32% | +368.2% | Q2 2022 |
| BE | $27.8M | 20.23% | 0.07% | -24.2% | Q4 2024 |
| SE | $15.8M | 11.50% | 0.11% | Not reported | Q2 2024 |
| NET | $13.3M | 9.70% | Not reported | New | Q1 2026 |
| AEVA | $10.6M | 7.73% | 1.28% | +5.9% | Q3 2025 |
| MELI | $9.63M | 7.00% | 0.01% | Not reported | Q4 2021 |
| HOOD | $9.22M | 6.70% | 0.06% | +35.6% | Q1 2025 |
| CVNA | $8.28M | 6.02% | Not reported | -17.3% | Q2 2024 |
| PONY | $7.93M | 5.77% | 0.19% | -1.6% | Q2 2025 |
| TOST | $4.14M | 3.01% | 0.07% | +164.0% | Q4 2021 |
| Q4 2025 | |||||
| BE | $23.5M | 20.06% | 0.11% | Not reported | Q4 2024 |
| CVNA | $13.4M | 11.47% | Not reported | +74.1% | Q2 2024 |
| U | $13.2M | 11.26% | 0.07% | +49.8% | Q2 2022 |
| PONY | $12.4M | 10.56% | 0.20% | +27.0% | Q2 2025 |
| MELI | $11.2M | 9.56% | 0.01% | Not reported | Q4 2021 |
| HOOD | $11.1M | 9.46% | 0.04% | Not reported | Q1 2025 |
| AEVA | $10.1M | 8.63% | 1.24% | +55.9% | Q3 2025 |
 HUT | $9.86M | 8.41% | 0.20% | New | Q4 2025 |
 TSLA | $7.92M | 6.75% | 0.00% | -35.1% | Q2 2022 |
| CFLT | $2.39M | 2.04% | 0.07% | -79.7% | Q4 2024 |
| TOST | $2.1M | 1.79% | 0.03% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| BE | $22.9M | 17.33% | 0.12% | Not reported | Q4 2024 |
| PONY | $15.1M | 11.45% | 0.19% | +65.9% | Q2 2025 |
| HOOD | $14M | 10.63% | 0.04% | Not reported | Q1 2025 |
| MELI | $13M | 9.85% | 0.01% | Not reported | Q4 2021 |
| TSLA | $12.1M | 9.12% | 0.00% | -23.5% | Q2 2022 |
 AFRM | $8.66M | 6.56% | 0.20% | +36.7% | Q4 2021 |
 TWLO | $8.04M | 6.09% | 0.05% | Not reported | Q4 2021 |
| U | $7.99M | 6.05% | 0.05% | Not reported | Q2 2022 |
| CFLT | $7.72M | 5.84% | 0.36% | +15.1% | Q4 2024 |
| AEVA | $7.08M | 5.36% | 0.81% | New | Q3 2025 |
| CVNA | $6.9M | 5.23% | Not reported | Not reported | Q2 2024 |
 GEV | $6.39M | 4.84% | 0.00% | Not reported | Q2 2025 |
| TOST | $2.16M | 1.64% | 0.03% | Not reported | Q4 2021 |