Flight Deck Capital, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$94.5B
Holdings
14
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 5,567 | $14.6B | 15.39% | |
| 2 | TSLATESLA INC | 35,400 | $11.2B | 11.90% | |
| 3 | HOODROBINHOOD MKTS INC | 98,100 | $9.2B | 9.72% | |
| 4 | CFLTCONFLUENT INC | 338,859 | $8.4B | 8.94% | |
| 5 | CVNACARVANA CO | 18,300 | $6.2B | 6.52% | |
| 6 | AFRMAFFIRM HLDGS INC | 86,700 | $6.0B | 6.34% | |
| 7 | CYBRCYBERARK SOFTWARE LTD | 13,800 | $5.6B | 5.94% | |
| 8 | GEVGE VERNOVA INC | 10,400 | $5.5B | 5.82% | |
| 9 | ESTCELASTIC N V | 63,900 | $5.4B | 5.70% | |
| 10 | PONYPONY AI INC | 405,400 | $5.4B | 5.66% | |
| 11 | FROGJFROG LTD | 121,353 | $5.3B | 5.63% | |
| 12 | UUNITY SOFTWARE INC | 199,600 | $4.8B | 5.11% | |
| 13 | SESEA LTD | 26,859 | $4.3B | 4.54% | |
| 14 | TOSTTOAST INC | 59,162 | $2.6B | 2.77% |