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Flight Deck Capital, LP

Q4 2025 · Filed 2026-02-17
Market Value
$117M
-11.2%
Holdings
14
-3
New Purchases
1
Added To
4
Closed
3
Reduced
2
Top 10 Concentration
98.2%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HUT.TO 8.41% 0.00% +8.41% $10M
CVNA 11.47% 5.23% +6.24% $13M
U 11.26% 6.05% +5.21% $13M
AEVA 8.63% 5.36% +3.27% $10M
BE 20.06% 17.33% +2.73% $24M
TOST 1.79% 1.64% +0.16% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AFRM 0.00% 6.56% -6.56% $0
TWLO 0.00% 6.09% -6.09% $0
GEV 0.00% 4.84% -4.84% $0
CFLT 2.04% 5.84% -3.80% $2M
TSLA 6.75% 9.12% -2.37% $8M
HOOD 9.46% 10.63% -1.17% $11M
PONY 10.56% 11.45% -0.89% $12M
MELI 9.56% 9.85% -0.29% $11M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $8M 6.8%
Large Cap 10 $87M 74.1%
Mid Cap 1 $12M 10.6%
Small Cap 1 $10M 8.6%

Portfolio Analytics

Avg Market Cap
$164.1B
Median Market Cap
$25.2B
Avg P/E
107.6
Median P/E
39.4
Avg Dividend Yield
0.00%
Avg Beta
2.57
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BE 20.06% 270,676 $24M $86.89 $628K
2 CVNA 11.47% 31,860 $13M $422.02 $7M +13,560 +74.1%
3 U 11.26% 299,000 $13M $44.17 $5M +99,400 +49.8%
4 PONY 10.56% 853,900 $12M $14.50 -$3M +181,300 +27.0%
5 MELI 9.56% 5,567 $11M $2,014.26 -$2M
6 HOOD 9.46% 98,100 $11M $113.10 -$3M
7 AEVA 8.63% 761,821 $10M $13.28 $3M +273,300 +55.9%
8 HUT.TO 8.41% 214,700 $10M $45.94 +214,700 NEW
9 TSLA 6.75% 17,600 $8M $449.72 -$4M -9,500 -35.1%
10 CFLT 2.04% 79,129 $2M $30.24 -$5M -310,730 -79.7%
11 TOST 1.79% 59,162 $2M $35.51 -$59K
12 TWLO —% -$8M -80,300 -100.0% SOLD
13 GEV —% -$6M -10,400 -100.0% SOLD
14 AFRM —% -$9M -118,500 -100.0% SOLD

New Positions

SymbolValue% Port
HUT.TO $10M 8.41%

Sold Out Positions

SymbolValue% Port
TWLO —%
GEV —%
AFRM —%
View SEC EDGAR Filings for Flight Deck Capital, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms