Flight Deck Capital, LP holds a concentrated book of 10 stocks worth $137.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sea Ltd-ADR and trimmed Bloom Energy Corp- A. Their largest long position is Unity Software Inc at 22% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Flight Deck Capital, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| General Equity Holdings LP | 3 / 10 | $95.1M |
| Kora Management LP | 3 / 10 | $366.8M |
| Arohi Asset Management PTE Ltd. | 3 / 10 | $131.2M |
| Marcho Partners LLP | 2 / 10 | $75.7M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 2 / 10 | $106.4M |
| Resolute Advisors LLC | 3 / 10 | $143.6M |
| Infinitum Asset Management, LLC | 2 / 10 | $259.4M |
| Ribbit Management Company, LLC | 3 / 10 | $605.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Flight Deck Capital, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Unity Software Inc COM | $30.7M | 1.40M | 22.3% | ▲+368% Added · +1.1M sh | |
| 2 | Bloom Energy Corp COM CL A | $27.8M | 205.3K | 20.2% | ▼−24% Reduced · −65K sh | |
| 3 | Sea Ltd SPONSORD ADS | $15.8M | 190.9K | 11.5% | ▲New New position | |
| 4 | Cloudflare Inc CL A COM | $13.3M | 64.6K | 9.7% | ▲New New position | |
| 5 | Aeva Technologies Inc COM NEW | $10.6M | 807.0K | 7.7% | ▲+5.9% Added · +45K sh | |
| 6 | Mercadolibre Inc COM | $9.6M | 5.6K | 7.0% | —Held | |
| 7 | Robinhood MKTS Inc COM CL A | $9.2M | 133.0K | 6.7% | ▲+36% Added · +35K sh | |
| 8 | Carvana Co CL A | $8.3M | 26.3K | 6.0% | ▼−17% Reduced · −6K sh | |
| 9 | Pony AI Inc SPONSORED ADS | $7.9M | 839.9K | 5.8% | ▼−1.6% Reduced · −14K sh | |
| 10 | Toast Inc CL A | $4.1M | 156.2K | 3.0% | ▲+164% Added · +97K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1861705/holdings"
Use Arkolith to show Flight Deck Capital, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.