Vault-13

Flight Deck Capital, LP

SAN FRANCISCO, CA · CIK 1861705 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$206.0m reported value +49.8% vs Q1 2026
11positions
99.6%in top 10
1 new 3 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 BLOOM ENERGY CORP COM CL A BE BE 205,276 $62.1m30.17% 30.17% UnchangedShares held: Q3 2025 270.7k, Q4 2025 270.7k, Q1 2026 205.3k, Q2 2026 205.3k
2 UNITY SOFTWARE INC COM U U 1,399,900 $40.0m19.43% 19.43% UnchangedShares held: Q3 2025 199.6k, Q4 2025 299.0k, Q1 2026 1.4m, Q2 2026 1.4m
3 CLOUDFLARE INC CL A COM NET NET 89,800 $22.0m10.69% 10.69% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 64.6k, Q2 2026 89.8k +25.2k +25,200 39.0%
4 SEA LTD SPONSORD ADS SE SE 190,900 $18.3m8.88% 8.88% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 190.9k, Q2 2026 190.9k
5 CARVANA CO CL A CVNA CVNA 209,780 $13.8m6.70% 6.70% AddedShares held: Q3 2025 91.5k, Q4 2025 159.3k, Q1 2026 131.7k, Q2 2026 209.8k +78.1k +78,080 59.3%
6 CEREBRAS SYSTEMS INC COM CL A CBRS CBRS 62,200 $13.7m6.67% 6.67% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 62.2k
7 ROBINHOOD MKTS INC COM CL A HOOD HOOD 133,000 $13.3m6.48% 6.48% UnchangedShares held: Q3 2025 98.1k, Q4 2025 98.1k, Q1 2026 133.0k, Q2 2026 133.0k
8 MERCADOLIBRE INC COM MELI MELI 5,567 $9.4m4.59% 4.59% UnchangedShares held: Q3 2025 5.6k, Q4 2025 5.6k, Q1 2026 5.6k, Q2 2026 5.6k
9 TOAST INC CL A TOST TOST 236,062 $6.6m3.19% 3.19% AddedShares held: Q3 2025 59.2k, Q4 2025 59.2k, Q1 2026 156.2k, Q2 2026 236.1k +79.9k +79,900 51.2%
10 PONY AI INC SPONSORED ADS PONY PONY 839,900 $5.8m2.83% 2.83% UnchangedShares held: Q3 2025 672.6k, Q4 2025 853.9k, Q1 2026 839.9k, Q2 2026 839.9k
11 AEVA TECHNOLOGIES INC COM NEW AEVA AEVA 25,904 $744.0k0.36% 0.36% ReducedShares held: Q3 2025 488.5k, Q4 2025 761.8k, Q1 2026 807.0k, Q2 2026 25.9k -781.1k -781,117 -96.8%