FD
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Flight Deck Capital, LP13F | |
| Flight Deck Capital, LP | |
| Last update 2025-05-15 | 14 Stocks (4 new) |
| Value $97.00 Mil | Turnover 33 % |
Flight Deck Capital, LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MELI | MercadoLibre Inc | 5,567 | 10,860.5 | 0% | 11.210 | 0% | 0.010 | +19.55% | +40.40% | 121,037.4 | Retail - Cyclical | |
BIDU | Baidu Inc | 115,700 | 10,647.9 | +57.20% | 10.990 | +4.00% | 0.030 | +5.08% | +3.11% | 29,883.9 | Interactive Media | |
AVGO | Broadcom Inc | 61,100 | 10,230.0 | +9.89% | 10.560 | +0.95% | 0.000 | +51.16% | +18.99% | 1,290,538.4 | Semiconductors | |
ESTC | Elastic NV | 86,200 | 7,680.4 | -24.19% | 7.930 | -3.03% | 0.080 | +5.56% | -14.95% | 8,893.4 | Software | |
HOOD | Robinhood Markets Inc | 177,600 | 7,391.7 | New Holding | 7.630 | +7.63% | 0.020 | +125.14% | +163.93% | 86,782.0 | Capital Markets | |
CVNA | Carvana Co | 34,700 | 7,255.1 | +11.22% | 7.490 | +0.76% | 0.030 | +66.67% | +69.00% | 46,403.5 | Vehicles & Parts | |
CFLT | Confluent Inc | 304,759 | 7,143.6 | +23.55% | 7.370 | +1.41% | 0.090 | +12.32% | -13.59% | 8,223.8 | Software | |
U | Unity Software Inc | 345,900 | 6,776.2 | New Holding | 6.990 | +6.99% | 0.080 | +50.44% | +28.75% | 12,026.0 | Software | |
FROG | JFrog Ltd | 195,753 | 6,264.1 | -5.87% | 6.470 | -0.40% | 0.170 | +28.44% | +35.43% | 4,563.4 | Software | |
TSLA | Tesla Inc | 22,100 | 5,727.4 | New Holding | 5.910 | +5.91% | 0.000 | +24.26% | -22.37% | 1,009,802.0 | Vehicles & Parts |
Flight Deck Capital, LP's Historical Top Holdings Breakdowns
Flight Deck Capital, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NU | Nu Holdings Ltd | 2025-03-31 | Sold Out Sold Out | -12.47% | 10.12 ($11.82) 13.95 | $12.83 | 8.54% | Sold Out | 0 | -1,082,633 | |
HOOD | Robinhood Markets Inc | 2025-03-31 | New Buy New Buy | +7.63% | 35.63 ($47.54) 65.28 | $98.34 | 106.86% | New holding | 177,600 | 177,600 | |
U | Unity Software Inc | 2025-03-31 | New Buy New Buy | +6.99% | 19.44 ($22.58) 28.34 | $28.93 | 28.12% | New holding | 345,900 | 345,900 | |
TSLA | Tesla Inc | 2025-03-31 | New Buy New Buy | +5.91% | 222.15 ($333.26) 428.22 | $313.51 | -5.93% | New holding | 22,100 | 22,100 | |
S | SentinelOne Inc | 2025-03-31 | Sold Out Sold Out | -5.00% | 18.17 ($21.7) 24.97 | $17.29 | -20.32% | Sold Out | 0 | -202,700 | |
CYBR | CyberArk Software Ltd | 2025-03-31 | New Buy New Buy | +4.60% | 312.8 ($359.47) 414.31 | $374.80 | 4.26% | New holding | 13,200 | 13,200 | |
BIDU | Baidu Inc | 2025-03-31 | Add Add | +4.00% | 77.43 ($89.77) 102.51 | $86.93 | -3.16% | Add 57.2% | 115,700 | 42,100 | |
ESTC | Elastic NV | 2025-03-31 | Reduce Reduce | -3.03% | 89.1 ($103.79) 117.76 | $84.27 | -18.81% | Reduce -24.19% | 86,200 | -27,500 | |
CFLT | Confluent Inc | 2025-03-31 | Add Add | +1.41% | 23.44 ($28.96) 37.65 | $24.16 | -16.57% | Add 23.55% | 304,759 | 58,100 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.95% | 167.43 ($211.65) 244.7 | $274.38 | 29.64% | Add 9.89% | 61,100 | 5,500 |
Flight Deck Capital, LP Total Holding History ($B)
Flight Deck Capital, LP's Asset Allocation
Flight Deck Capital, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Flight Deck Capital, LP's Hypothetical Growth since 2025-03-31
Flight Deck Capital, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Flight Deck Capital, LP's Holdings Heat Map
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Flight Deck Capital, LP's Holdings Bubble Chart
Flight Deck Capital, LP News
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