Flight Deck Capital, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$132.1B
Holdings
13
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BEBLOOM ENERGY CORP | 270,676 | $22.9B | 17.33% | |
| 2 | PONYPONY AI INC | 672,600 | $15.1B | 11.45% | |
| 3 | HOODROBINHOOD MKTS INC | 98,100 | $14.0B | 10.63% | |
| 4 | MLB1MERCADOLIBRE INC | 5,567 | $13.0B | 9.85% | |
| 5 | TSLATESLA INC | 27,100 | $12.1B | 9.12% | |
| 6 | AFRMAFFIRM HLDGS INC | 118,500 | $8.7B | 6.56% | |
| 7 | TWLOTWILIO INC | 80,300 | $8.0B | 6.09% | |
| 8 | UUNITY SOFTWARE INC | 199,600 | $8.0B | 6.05% | |
| 9 | CFLTCONFLUENT INC | 389,859 | $7.7B | 5.84% | |
| 10 | AEVAAEVA TECHNOLOGIES INC | 488,521 | $7.1B | 5.36% | |
| 11 | CVNACARVANA CO | 18,300 | $6.9B | 5.23% | |
| 12 | GEVGE VERNOVA INC | 10,400 | $6.4B | 4.84% | |
| 13 | TOSTTOAST INC | 59,162 | $2.2B | 1.64% |