2026 Q1 Portfolio Activity
In 2026 Q1, Flight Deck Capital, LP maintained a portfolio of 13 distinct positions. The most significant new addition was SEA LTD, now representing 11.50% of the total fund value. They heavily accumulated shares in UNITY SOFTWARE INC, increasing the position by 368.2%. Conversely, Flight Deck Capital, LP completely exited their position in HUT 8 CORP.
Position History
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Total Positions
13
Quarter
2026 Q1
Top Holding
U (22.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-13 of 13
Flight Deck Capital, LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
U
UNITY SOFTWARE ...
|
Technology | 22.34% | 11.26% |
#1
2
Prev: #3
|
9.0 |
—
|
1,100,900 | 368.2% |
P
S
|
1,399,900 | $30,713,806 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 20.23% | 20.06% |
#2
1
Prev: #1
|
5.5 |
—
|
-65,400 | -24.2% |
P
S
|
205,276 | $27,812,845 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 11.50% | — |
#3
Prev: #—
|
8.5 |
—
|
190,900 | — |
NEW
|
190,900 | $15,808,429 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NET
CLOUDFLARE INC
|
Technology | 9.70% | — |
#4
Prev: #—
|
7.9 |
—
|
64,600 | — |
NEW
|
64,600 | $13,329,564 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AEVA
AEVA TECHNOLOGI...
|
Technology | 7.73% | 8.63% |
#5
2
Prev: #7
|
5.6 |
—
|
45,200 | 5.9% |
P
S
|
807,021 | $10,620,396 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MELI
MERCADOLIBRE I...
|
Consumer Cyclical | 7.00% | 9.56% |
#6
1
Prev: #5
|
3.8 |
—
|
no change | no change |
P
S
|
5,567 | $9,625,454 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 6.70% | 9.46% |
#7
1
Prev: #6
|
5.2 |
—
|
34,900 | 35.6% |
P
S
|
133,000 | $9,216,900 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 6.02% | 11.47% |
#8
6
Prev: #2
|
2.9 |
—
|
-5,520 | -17.3% |
P
S
|
26,340 | $8,280,769 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PONY
PONY AI INC
|
Technology | 5.77% | 10.56% |
#9
5
Prev: #4
|
2.8 |
—
|
-14,000 | -1.6% |
P
S
|
839,900 | $7,928,656 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TOST
TOAST INC
|
Technology | 3.01% | 1.79% |
#10
1
Prev: #11
|
4.2 |
—
|
97,000 | 164.0% |
P
S
|
156,162 | $4,139,855 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CFLT
CONFLUENT INC
|
Technology | 0.00% | 2.04% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-79,129 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.00% | 6.75% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-17,600 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HUT
HUT 8 CORP
|
Financial Services | 0.00% | 8.41% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-214,700 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-13 of 13 holdings