FD
| |
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
View Full List
| 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 | +39.36% | +47.08% | 126,798.2 | Retail - Cyclical | |
BIDU | Baidu Inc | 115,700 | 10,647.9 | +57.20% | 10.990 | +4.00% | 0.030 | +12.58% | +6.50% | 30,867.1 | Interactive Media | |
AVGO | Broadcom Inc | 61,100 | 10,230.0 | +9.89% | 10.560 | +0.95% | 0.000 | +78.30% | +18.90% | 1,289,597.7 | Semiconductors | |
ESTC | Elastic NV | 86,200 | 7,680.4 | -24.19% | 7.930 | -3.03% | 0.080 | +15.59% | -12.92% | 9,105.5 | Software | |
HOOD | Robinhood Markets Inc | 177,600 | 7,391.7 | New Holding | 7.630 | +7.63% | 0.020 | +163.94% | +150.83% | 82,475.5 | Capital Markets | |
CVNA | Carvana Co | 34,700 | 7,255.1 | +11.22% | 7.490 | +0.76% | 0.030 | +112.86% | +75.71% | 48,246.6 | Vehicles & Parts | |
CFLT | Confluent Inc | 304,759 | 7,143.6 | +23.55% | 7.370 | +1.41% | 0.090 | +26.63% | -7.65% | 8,788.9 | Software | |
U | Unity Software Inc | 345,900 | 6,776.2 | New Holding | 6.990 | +6.99% | 0.080 | +61.51% | +23.99% | 11,581.3 | Software | |
FROG | JFrog Ltd | 195,753 | 6,264.1 | -5.87% | 6.470 | -0.40% | 0.170 | +48.54% | +43.90% | 4,848.6 | Software | |
TSLA | Tesla Inc | 22,100 | 5,727.4 | New Holding | 5.910 | +5.91% | 0.000 | +26.00% | -27.21% | 946,767.9 | Vehicles & Parts |
Flight Deck Capital, LP's Historical Top Holdings Breakdowns
Flight Deck Capital, LP's Top Stock Picks
View Full List
| 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 | $13.36 | 13.03% | 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 | $93.46 | 96.59% | 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 | $27.86 | 23.38% | New holding | 345,900 | 345,900 | |
TSLA | Tesla Inc | 2025-03-31 | New Buy New Buy | +5.91% | 222.15 ($333.26) 428.22 | $293.94 | -11.80% | New holding | 22,100 | 22,100 | |
S | SentinelOne Inc | 2025-03-31 | Sold Out Sold Out | -5.00% | 18.17 ($21.7) 24.97 | $18.20 | -16.13% | Sold Out | 0 | -202,700 | |
CYBR | CyberArk Software Ltd | 2025-03-31 | New Buy New Buy | +4.60% | 312.8 ($359.47) 414.31 | $401.46 | 11.68% | New holding | 13,200 | 13,200 | |
BIDU | Baidu Inc | 2025-03-31 | Add Add | +4.00% | 77.43 ($89.77) 102.51 | $89.79 | 0.02% | Add 57.2% | 115,700 | 42,100 | |
ESTC | Elastic NV | 2025-03-31 | Reduce Reduce | -3.03% | 89.1 ($103.79) 117.76 | $86.28 | -16.87% | Reduce -24.19% | 86,200 | -27,500 | |
CFLT | Confluent Inc | 2025-03-31 | Add Add | +1.41% | 23.44 ($28.96) 37.65 | $25.82 | -10.84% | Add 23.55% | 304,759 | 58,100 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.95% | 167.43 ($211.65) 244.7 | $274.18 | 29.54% | Add 9.89% | 61,100 | 5,500 |
Flight Deck Capital, LP Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
Flight Deck Capital, LP's Holdings Bubble Chart
Flight Deck Capital, LP News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers