Q2 2026 13F · SEC CIK 1861705
Flight Deck Capital, LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $206.0M
- Reported positions
- 11
- Top holdings a year, 3 yrs
- +45.0%
- Assets under management
- $358.7M
Flight Deck Capital, LP is a hedge fund that reported 11 positions worth $206.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Bloom Energy Corp (BE, 30.2%), Unity Software Inc Com (U, 19.4%), Cloudflare Inc (NET, 10.7%). A portfolio copying its top holdings returned 45.0% a year over the last 3 years, against 20.4% for the S&P 500.
Flight Deck Capital, LP holdings all 11 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| BEBloom Energy Corp | 30.2% | +0.0% | $62.1M |
| UUnity Software Inc Com | 19.4% | +0.0% | $40.0M |
| NETCloudflare Inc | 10.7% | +39.0% | $22.0M |
| SESea Ltd | 8.9% | +0.0% | $18.3M |
| CVNACarvana Co | 6.7% | +696.4% | $13.8M |
| CBRSCerebras Systems Inc | 6.7% | — | $13.7M |
| HOODRobinhood Mkts Inc | 6.5% | +0.0% | $13.3M |
| MELIMercadolibre Inc | 4.6% | +0.0% | $9.4M |
| TOSTToast Inc | 3.2% | +51.2% | $6.6M |
| PONYPony Ai Inc | 2.8% | +0.0% | $5.8M |
| AEVAAeva Technologies Inc | 0.4% | -96.8% | $744K |
What Flight Deck Capital, LP bought and sold in Q2 2026, against Q1 2026.
New positions
- CBRS Cerebras Systems Inc6.7% of 13F
Added to
- CVNA Carvana Co+696.4% shares
- TOST Toast Inc+51.2% shares
- NET Cloudflare Inc+39.0% shares
Reduced
- AEVA Aeva Technologies Inc-96.8% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +64.3% /yr
- S&P 500 +20.1%
- 3 years
- +45.0% /yr
- S&P 500 +20.4%
- 5 years
- +19.5% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $206.0M | 11 |
| Q1 2026 | $137.5M | 10 |
| Q4 2025 | $117.3M | 11 |
| Q3 2025 | $132.1M | 13 |
| Q2 2025 | $94.5M | 14 |
| Q1 2025 | $96.9M | 14 |
| Q4 2024 | $89.9M | 12 |
| Q3 2024 | $85.5M | 13 |
| Q2 2024 | $75.6M | 12 |
| Q1 2024 | $77.4M | 11 |
| Q4 2023 | $81.8M | 15 |
| Q3 2023 | $81.9M | 13 |
Questions about Flight Deck Capital, LP's portfolio
What stocks does Flight Deck Capital, LP own?
Flight Deck Capital, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 11 positions worth $206.0M. The largest are Bloom Energy Corp (BE) at 30.2%, Unity Software Inc Com (U) at 19.4%, Cloudflare Inc (NET) at 10.7%, Sea Ltd (SE) at 8.9% and Carvana Co (CVNA) at 6.7%.
What did Flight Deck Capital, LP buy last quarter?
In Q2 2026, Flight Deck Capital, LP added a new position in Cerebras Systems Inc (CBRS), Carvana Co (CVNA) (+696.4% shares), Toast Inc (TOST) (+51.2% shares) and Cloudflare Inc (NET) (+39.0% shares), compared with its Q1 2026 filing.
What did Flight Deck Capital, LP sell last quarter?
In Q2 2026, Flight Deck Capital, LP Aeva Technologies Inc (AEVA) (-96.8% shares), compared with its Q1 2026 filing.
How has Flight Deck Capital, LP's portfolio performed?
A portfolio copying Flight Deck Capital, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +45.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +64.3% against +20.1%. Over 5 years: +19.5% a year against +13.0%.
When is Flight Deck Capital, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Flight Deck Capital, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Flight Deck Capital, LP manage?
Flight Deck Capital, LP reported $358.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $206.0M.