Data as of Q4 2025 (Dec 31, 2025)

Flight Deck Capital, LP

โ€ขCIK: 1861705โ€ขFiling: Q4 2025

**Flight Deck Capital, LP** manages $117M across a concentrated portfolio of 11 positions. The fund exhibits significant exposure to the automotive and technology sectors, with top holdings including BE at $23.5M and CVNA at $13.4M. Further notable allocations include U ($13.2M), PONY ($12.4M), and MLB1 ($11.2M). This structure suggests a focused, high-conviction approach within cyclical and growth-oriented markets.

Total AUM
$117.3M
QoQ Performance
-11.2%
Positions
11
Top 10 Concentration
98.2%
Latest Filing
Q4 2025

Top Holdings Allocation

BE
CVNA
U
PONY
MLB1
HOOD
AEVA
HUT
BE20.1%
CVNA11.5%
U11.3%
PONY10.6%
MLB19.6%
HOOD9.5%
AEVA8.6%
HUT8.4%

๐Ÿ“ˆ Biggest Buys

HUT
HUT 8 CORP
NEW
8.4% of portfolio
CVNA
CARVANA CO
+74.1%
11.5% of portfolio
U
UNITY SOFTWARE INC
+49.8%
11.3% of portfolio
AEVA
AEVA TECHNOLOGIES INC
+55.9%
8.6% of portfolio
PONY
PONY AI INC
+27.0%
10.6% of portfolio

๐Ÿ“‰ Biggest Sells

8QR
CONFLUENT INC
-79.7%
2.0% of portfolio
TSLA
TESLA INC
-35.1%
6.8% of portfolio

Sector Breakdown

Other93.2%
Consumer6.8%

๐Ÿšช Exited Positionssold since Q3 2025

AFRM
AFFIRM HLDGS INC
SOLD
$8.7M
TWLO
TWILIO INC
SOLD
$8.0M
GEV
GE VERNOVA INC
SOLD
$6.4M

Changes from Q3 2025

NEW1 new position
โ†‘4 increased
โ†“2 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023