Arkolith/Funds/Flight Deck Capital, LP

Flight Deck Capital, LP

CIK 1861705
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

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.

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Use Arkolith to show Flight Deck Capital, LP's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
4
existing
Trimmed
3
reduced
Sold out
3
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
71%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
61%
Industrials
19%
Consumer Discretionary
14%
Financials
7%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

10 positions
#SecurityValueShares% PortLast moveHistory
1Unity Software Inc
COM
$30.7M1.40M
22.3%
+368%
Added · +1.1M sh
2Bloom Energy Corp
COM CL A
$27.8M205.3K
20.2%
−24%
Reduced · −65K sh
3Sea Ltd
SPONSORD ADS
$15.8M190.9K
11.5%
New
New position
4Cloudflare Inc
CL A COM
$13.3M64.6K
9.7%
New
New position
5Aeva Technologies Inc
COM NEW
$10.6M807.0K
7.7%
+5.9%
Added · +45K sh
6Mercadolibre Inc
COM
$9.6M5.6K
7.0%
Held
7Robinhood MKTS Inc
COM CL A
$9.2M133.0K
6.7%
+36%
Added · +35K sh
8Carvana Co
CL A
$8.3M26.3K
6.0%
−17%
Reduced · −6K sh
9Pony AI Inc
SPONSORED ADS
$7.9M839.9K
5.8%
−1.6%
Reduced · −14K sh
10Toast Inc
CL A
$4.1M156.2K
3.0%
+164%
Added · +97K sh
Showing all 10 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202610$137.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202611$117.3M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202513$132.1M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202514$94.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.