2026 Q2 Portfolio Activity
In 2026 Q2, Flight Deck Capital, LP maintained a portfolio of 11 distinct positions. The most significant new addition was CEREBRAS SYSTEMS INC, now representing 6.67% of the total fund value. They heavily accumulated shares in CLOUDFLARE INC, increasing the position by 39.0%. The fund also reduced its exposure to AEVA TECHNOLOGIES INC by 96.8%.
Position History
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Total Positions
11
Quarter
2026 Q2
Top Holding
BE (30.2%)
Top 10 Concentration
99.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
Flight Deck Capital, LP Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BE
BLOOM ENERGY CO...
|
Industrials | 30.17% | 20.23% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
205,276 | $62,137,045 |
$22.05
+1076.0%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
U
UNITY SOFTWARE ...
|
Technology | 19.43% | 22.34% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
1,399,900 | $40,009,142 |
$25.33
+66.4%
|
2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
NET
CLOUDFLARE INC
|
Technology | 10.69% | 9.70% |
#3
1
Prev: #4
|
7.5 |
—
|
25,200 | 39.0% |
P
S
|
89,800 | $22,026,144 |
$217.27
+53.7%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SE
SEA LTD
|
Consumer Cyclical | 8.88% | 11.50% |
#4
1
Prev: #3
|
5.1 |
—
|
no change | no change |
P
S
|
190,900 | $18,293,947 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 6.70% | 6.02% |
#5
3
Prev: #8
|
6.2 |
—
|
183,440 | 696.4% |
P
S
|
209,780 | $13,807,720 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CEREBRAS SYSTEM...
|
|
Unknown | 6.67% | — |
#6
Prev: #—
|
6.2 |
—
|
62,200 | — |
NEW
|
62,200 | $13,746,200 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 6.48% | 6.70% |
#7
Prev: #7
|
3.6 |
—
|
no change | no change |
P
S
|
133,000 | $13,337,240 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MELI
MERCADOLIBRE I...
|
Consumer Cyclical | 4.59% | 7.00% |
#8
2
Prev: #6
|
2.8 |
—
|
no change | no change |
P
S
|
5,567 | $9,449,370 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TOST
TOAST INC
|
Technology | 3.19% | 3.01% |
#9
1
Prev: #10
|
4.3 |
—
|
79,900 | 51.2% |
P
S
|
236,062 | $6,567,245 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PONY
PONY AI INC
|
Technology | 2.83% | 5.77% |
#10
1
Prev: #9
|
2.1 |
—
|
no change | no change |
P
S
|
839,900 | $5,837,305 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AEVA
AEVA TECHNOLOGI...
|
Technology | 0.36% | 7.73% |
#11
6
Prev: #5
|
0.1 |
—
|
-781,117 | -96.8% |
P
S
|
25,904 | $743,963 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-11 of 11 holdings