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 BE, U, NET. 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 $206.0M in 13F-reportable AUM as of 2026-06-30. 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

Email me the moment this fund files its next 13F

13F Reported Value

ⓘ

$206.0M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Flight Deck Capital, LP disclosed 11 positions worth $206.0M in its Form 13F-HR for Q2 2026, led by $BE (Bloom Energy Corp) at 30.2% of the equity portfolio, followed by $U and $NET. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $CBRS. The portfolio is most concentrated in Technology (73.0% 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

Stable

2 quarters accumulating

Sector Allocation

TechnologyConsumer DiscretionaryIndustrialsFinancials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored

Bloom Energy Corp
$BE
66.2#434
Quality
$62.1M205,276 sh
Unity Software Inc.
$U
38.9#2,170
Quality
$40.0M1,399,900 sh
Cloudflare, Inc.
$NET
56.4#1,168
Quality
$22.0M89,800 sh
Sea Ltd
$SE
—
Quality
$18.3M190,900 sh
CARVANA CO.
$CVNA
71.6
Quality
$13.8M209,780 sh
Cerebras Systems Inc.
$CBRS
—
Quality
$13.7M62,200 sh
Robinhood Markets, Inc.
$HOOD
82.1
Quality
$13.3M133,000 sh
MERCADOLIBRE INC
$MELI
80.2
Quality
$9.4M5,567 sh
Toast, Inc.
$TOST
69.5
Quality
$6.6M236,062 sh
Pony AI Inc.
$PONY
—
Quality
$5.8M839,900 sh

Company	Quality	Value	Shares
Bloom Energy Corp$BE	66.2#434	$62.1M	205,276
Unity Software Inc.$U	38.9#2,170	$40.0M	1,399,900
Cloudflare, Inc.$NET	56.4#1,168	$22.0M	89,800
Sea Ltd$SE	—	$18.3M	190,900
CARVANA CO.$CVNA	71.6	$13.8M	209,780
Cerebras Systems Inc.$CBRS	—	$13.7M	62,200
Robinhood Markets, Inc.$HOOD	82.1	$13.3M	133,000
MERCADOLIBRE INC$MELI	80.2	$9.4M	5,567
Toast, Inc.$TOST	69.5	$6.6M	236,062
Pony AI Inc.$PONY	—	$5.8M	839,900

Unlock AI quality scores for every holding

32-signal composite ranking on each of Flight Deck Capital, LP's 11 positions.

Showing top 10 of 11 holdings.

Sector Allocation

Technology

$150.3M

Consumer Discretionary

$23.3M

Industrials

$19.0M

Financials

$13.3M

Full Holdings — Flight Deck Capital, LP (Q2 2026)

All 11 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	$BE	Bloom Energy Corp	$62.1M	30.2%	+0%	66.2
2	$U	Unity Software Inc.	$40.0M	19.4%	+0%	38.9
3	$NET	Cloudflare, Inc.	$22.0M	10.7%	+39%	56.4
4	$SE	Sea Ltd	$18.3M	8.9%	+0%	—
5	$CVNA	CARVANA CO.	$13.8M	6.7%	+696%	71.6
6	$CBRS	Cerebras Systems Inc.	$13.7M	6.7%	NEW	—
7	$HOOD	Robinhood Markets, Inc.	$13.3M	6.5%	+0%	82.1
8	$MELI	MERCADOLIBRE INC	$9.4M	4.6%	+0%	80.2
9	$TOST	Toast, Inc.	$6.6M	3.2%	+51%	69.5
10	$PONY	Pony AI Inc.	$5.8M	2.8%	+0%	—
11	$AEVA	Aeva Technologies, Inc.	$743,963	0.4%	-97%	28.8

New Positions (1)

$CBRS Cerebras Systems Inc.$13.7M

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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.