13F Insight
DOSSIER · 13F-HR · Q4 2025

Flight Deck Capital, LP

$117M in tracked AUM across 11 positions as of Q4 2025.

FD
CIK 0001861705 · last filed Dec 31, 2025
Total AUM
$117M
as of Q4 2025
Holdings
11
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025
Portfolio Overview

Flight Deck Capital, LP reported a significant contraction in portfolio assets for the quarter ending September 30, 2025. The total portfolio value decreased by 24.9%, dropping from $94.52 million to $70.95 million. This reduction in assets under management (AUM) is likely attributable to a combination of realized losses from equity liquidations, market depreciation, and potential capital redemptions.

The portfolio is characterized by a high-conviction, low-diversificatio...

Key Holdings

The current portfolio is dominated by high-growth, high-volatility names across technology and consumer discretionary sectors.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
BE
BLOOM ENERGY CORP
$24M271K20.1%02
CVNA
CARVANA CO
$13M32K11.5%03
U
UNITY SOFTWARE INC
$13M299K11.3%04
PONY
PONY AI INC
$12M854K10.6%05
MELI
MERCADOLIBRE INC
$11M6K9.6%06
HOOD
ROBINHOOD MKTS INC
$11M98K9.5%07
AEVA
AEVA TECHNOLOGIES INC
$10M762K8.6%08
HUT
HUT 8 CORP
$10M215K8.4%09
TSLA
TESLA INC
$8M18K6.8%10
CFLT
CONFLUENT INC
$2M79K2.0%

Filing history

2025Q4Dec 31
$117M▲ 65.3%
11 positionsView →2025Q3Sep 30
$71M▼ 24.9%
8 positionsView →2025Q2Jun 30
$95M▲ 49.0%
14 positionsLocked2025Q1Mar 31
$63M▼ 29.5%
9 positionsLocked2024Q4Dec 31
$90M▲ 5.2%
12 positionsLocked2024Q3Sep 30
$86M▲ 13.1%
13 positionsLocked2024Q2Jun 30
$76M▼ 2.4%
12 positionsLocked2024Q1Mar 31
$77M▼ 5.4%
11 positionsLocked2023Q4Dec 31
$82M▼ 0.1%
15 positionsLocked2023Q3Sep 30
$82M▼ 27.4%
13 positionsLocked2023Q2Jun 30
$113M▼ 13.3%
14 positionsLocked2023Q1Mar 31
$130M▲ 23.9%
15 positionsLocked
Showing 12 of 17