The Analysis of Flight Deck Capital, LP's Holdings & P&L

Currently, Flight Deck Capital, LP holds 10 types of securities in its portfolio with a total value $137.5M. In the most recent quarter, they have increased their positions in U (+1.1M shares, valued at $24.2M), SE (+190.9K shares, valued at $15.8M), NET (+64.6K shares, valued at $13.3M); decreased their positions in BE (-65.4K shares, valued at $8.9M), CVNA (-5.5K shares, valued at $1.7M), PONY (-14.0K shares, valued at $132.2K); initiated new positions in SE (+190.9K shares, valued at $15.8M), NET (+64.6K shares, valued at $13.3M).

1M P&L

-37.7M-22.06%

3M P&L

-4.7M-3.40%

HY P&L

-186.2K-0.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Electrical Equipment & Parts23.5M

24.2%

2Auto & Truck Dealerships13.4M

13.8%

3Software - Application13.2M

13.6%

Top Industries by Stock Count

1Software - Infrastructure2 stocks

22.2%

2Electrical Equipment & Parts1 stocks

11.1%

3Auto & Truck Dealerships1 stocks

11.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

U UNITY SOFTWARE INC1.4M shares368.19%2026-03-312026-05-15

BE BLOOM ENERGY CORP205.3K shares-24.16%2026-03-312026-05-15

SE SEA LTD190.9K sharesnew addition2026-03-312026-05-15

NET CLOUDFLARE INC64.6K sharesnew addition2026-03-312026-05-15

AEVA TECHNOLOGIES INC AEVA TECHNOLOGIES INC807.0K shares5.93%2026-03-312026-05-15

MELI MERCADOLIBRE INC5.6K shares0.00%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC133.0K shares35.58%2026-03-312026-05-15

CVNA CARVANA CO26.3K shares-17.33%2026-03-312026-05-15

Sponsored

PONY PONY AI INC839.9K shares-1.64%2026-03-312026-05-15

TOST TOAST INC156.2K shares163.96%2026-03-312026-05-15

UNITY SOFTWARE INC

368.19%

Shares1.4M

Event2026-03-31

Filed2026-05-15

BLOOM ENERGY CORP

-24.16%

Shares205.3K

Event2026-03-31

Filed2026-05-15

SEA LTD

New

Shares190.9K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

New

Shares64.6K

Event2026-03-31

Filed2026-05-15

AEVA TECHNOLOGIES INC

5.93%

Shares807.0K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-15

HOOD

ROBINHOOD MKTS INC

35.58%

Shares133.0K

Event2026-03-31

Filed2026-05-15

CVNA

CARVANA CO

-17.33%

Shares26.3K

Event2026-03-31

Filed2026-05-15

PONY

PONY AI INC

-1.64%

Shares839.9K

Event2026-03-31

Filed2026-05-15

TOST

TOAST INC

163.96%

Shares156.2K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available