Investor
Flight Deck Capital, LP
CIK 0001861705 · filed 2026-05-15 · SEC filing
13F book
$137.5M
Positions
10
2 new · 3 sold
Largest name
22.3%
Unity Software Inc. · U
Est. mark
−$10.3M
Price effect on 8 names still held. Flow $30.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Unity Software Inc. | U | 1.4M | $30.7M | 22.3% | −$6.65M | Added$17.5M |
| Bloom Energy Corp | BE | 205.3K | $27.8M | 20.2% | $9.98M | Cut$4.29M |
| Sea Ltd | SE | 190.9K | $15.8M | 11.5% | — | New |
| Cloudflare, Inc. | NET | 64.6K | $13.3M | 9.7% | — | New |
| Aeva Technologies, Inc. | AEVA | 807K | $10.6M | 7.7% | −$91.4K | Added$503.4K |
| Mercadolibre Inc | MELI | 5.57K | $9.63M | 7.0% | −$1.59M | Held |
| Robinhood Mkts Inc | — | 133K | $9.22M | 6.7% | −$4.3M | Added−$1.88M |
| Carvana Co. | CVNA | 26.3K | $8.28M | 6.0% | −$2.84M | Cut−$5.16M |
| Pony Ai Inc | — | 839.9K | $7.93M | 5.8% | −$4.25M | Cut−$4.45M |
| Toast, Inc. | TOST | 156.2K | $4.14M | 3.0% | −$532.5K | Added$2.04M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.