What does Flight Deck Capital, LP hold?

Flight Deck Capital, LP's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include U, BE, SE. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1861705.

What is Flight Deck Capital, LP's AUM?

Flight Deck Capital, LP reported approximately $137.5M in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $358.7M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Flight Deck Capital, LP's holdings?

All Flight Deck Capital, LP holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1861705. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Flight Deck Capital, LP's 13F data updated on 13F Pro?

Flight Deck Capital, LP's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Flight Deck Capital, LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1861705

Institutional-grade research for retail investors

13F Reported Value

ⓘ

$137.5M

Holdings

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Flight Deck Capital, LP disclosed 10 positions worth $137.5M in its Form 13F-HR for Q1 2026, led by $U (Unity Software Inc.) at 22.3% of the equity portfolio, followed by $BE and $SE. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $SE and a full exit from $HUT. The portfolio is most concentrated in Technology (61.0% of disclosed assets). All figures are sourced directly from Flight Deck Capital, LP’s Form 13F-HR filing with the SEC under CIK 1861705.

AI Fund Analysis

Concentrating

2 quarters accumulating

$AEVA

2 quarters accumulating

Sector Allocation

TechnologyIndustrialsConsumer DiscretionaryFinancials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored

Unity Software Inc.
$U
35.1#2,161
Quality
$30.7M1,399,900 sh
Bloom Energy Corp
$BE
54.4#1,220
Quality
$27.8M205,276 sh
Sea Ltd
$SE
—
Quality
$15.8M190,900 sh
Cloudflare, Inc.
$NET
52.6
Quality
$13.3M64,600 sh
Aeva Technologies, Inc.
$AEVA
22.8
Quality
$10.6M807,021 sh
MERCADOLIBRE INC
$MELI
77.5
Quality
$9.6M5,567 sh
Robinhood Markets, Inc.
$HOOD
75.8
Quality
$9.2M133,000 sh
CARVANA CO.
$CVNA
69.2
Quality
$8.3M26,340 sh
Pony AI Inc.
$PONY
—
Quality
$7.9M839,900 sh
Toast, Inc.
$TOST
69.5
Quality
$4.1M156,162 sh

Company	Quality	Value	Shares
Unity Software Inc.$U	35.1#2,161	$30.7M	1,399,900
Bloom Energy Corp$BE	54.4#1,220	$27.8M	205,276
Sea Ltd$SE	—	$15.8M	190,900
Cloudflare, Inc.$NET	52.6	$13.3M	64,600
Aeva Technologies, Inc.$AEVA	22.8	$10.6M	807,021
MERCADOLIBRE INC$MELI	77.5	$9.6M	5,567
Robinhood Markets, Inc.$HOOD	75.8	$9.2M	133,000
CARVANA CO.$CVNA	69.2	$8.3M	26,340
Pony AI Inc.$PONY	—	$7.9M	839,900
Toast, Inc.$TOST	69.5	$4.1M	156,162

Unlock AI quality scores for every holding

32-signal composite ranking on each of Flight Deck Capital, LP's 10 positions.

Showing top 10 of 10 holdings.

Sector Allocation

Technology

$83.9M

Industrials

$26.4M

Consumer Discretionary

$17.9M

Financials

$9.2M

Full Holdings — Flight Deck Capital, LP (Q1 2026)

All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$U	Unity Software Inc.	$30.7M	22.3%	+368%	35.1
2	$BE	Bloom Energy Corp	$27.8M	20.2%	-24%	54.4
3	$SE	Sea Ltd	$15.8M	11.5%	NEW	—
4	$NET	Cloudflare, Inc.	$13.3M	9.7%	NEW	52.6
5	$AEVA	Aeva Technologies, Inc.	$10.6M	7.7%	+6%	22.8
6	$MELI	MERCADOLIBRE INC	$9.6M	7.0%	+0%	77.5
7	$HOOD	Robinhood Markets, Inc.	$9.2M	6.7%	+36%	75.8
8	$CVNA	CARVANA CO.	$8.3M	6.0%	-17%	69.2
9	$PONY	Pony AI Inc.	$7.9M	5.8%	-2%	—
10	$TOST	Toast, Inc.	$4.1M	3.0%	+164%	69.5

New Positions (2)

$SE Sea Ltd$15.8M

$NET Cloudflare, Inc.$13.3M

Exited Positions (3)

$HUT Hut 8 Corp.

$TSLA Tesla, Inc.

$CFLT Confluent, Inc.

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Available Analysis

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Quarter-over-quarter position changes

Accumulation & distribution patterns

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New positions & complete exits

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Peer comparison with similar funds

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AI-Powered Hedge Fund Analysis: Flight Deck Capital, LP

13F Pro is an AI hedge fund tracker and stock research platform. For Flight Deck Capital, LP (SEC CIK: 1861705), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Flight Deck Capital, LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.