Flight Deck Capital, LP Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$96.9B

Holdings

14

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (14 positions)

#StockSharesValue% PortfolioType
1
MLB1MERCADOLIBRE INC
5,567$10.9B11.21%
2
BIDUNBAIDU INC
115,700$10.6B10.99%
3
AVGOBROADCOM INC
61,100$10.2B10.56%
4
ESTCELASTIC N V
86,200$7.7B7.93%
5
HOODROBINHOOD MKTS INC
177,600$7.4B7.63%
6
CVNACARVANA CO
34,700$7.3B7.49%
7
CFLTCONFLUENT INC
304,759$7.1B7.37%
8
UUNITY SOFTWARE INC
345,900$6.8B6.99%
9
FROGJFROG LTD
195,753$6.3B6.47%
10
TSLATESLA INC
22,100$5.7B5.91%
11
BEBLOOM ENERGY CORP
279,000$5.5B5.66%
12
CYBRCYBERARK SOFTWARE LTD
13,200$4.5B4.60%
13
AFRMAFFIRM HLDGS INC
94,800$4.3B4.42%
14
TOSTTOAST INC
80,862$2.7B2.77%