Flight Deck Capital, LP Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$89.9B

Holdings

12

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (12 positions)

#StockSharesValue% PortfolioType
1
AVGOBROADCOM INC
55,600$12.9B14.33%
2
ESTCELASTIC N V
113,700$11.3B12.53%
3
NUNU HLDGS LTD
1,082,633$11.2B12.47%
4
MLB1MERCADOLIBRE INC
5,567$9.5B10.53%
5
CFLTCONFLUENT INC
246,659$6.9B7.67%
6
CVNACARVANA CO
31,200$6.3B7.06%
7
AFRMAFFIRM HLDGS INC
102,800$6.3B6.96%
8
BIDUNBAIDU INC
73,600$6.2B6.90%
9
FROGJFROG LTD
207,953$6.1B6.80%
10
BEBLOOM ENERGY CORP
261,900$5.8B6.47%
11
SSENTINELONE INC
202,700$4.5B5.00%
12
TOSTTOAST INC
80,862$2.9B3.28%