Flight Deck Capital, LP
SAN FRANCISCO CA · SEC CIK 0001861705
$2.06亿2026Q2 申报市值
11持仓数
99.6%前十大占比 · 第一大 30.2%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CBRS 新建仓+$1,374.62万
NET 加仓+$618.11万
CVNA 加仓+$513.92万
TOST 加仓+$222.28万
2026Q2 卖出最多 按季末市值估算
AEVA 减仓-$2,243.37万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AEVA | AEVA TECHNOLOGIES INC | $74.40万 | 0.36% | 25,904 | -781,117 | -96.8% | -$2,243.37万 | 减仓 |
| PONY | PONY AI INC | $583.73万 | 2.83% | 839,900 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $656.72万 | 3.19% | 236,062 | 79,900 | 51.2% | $222.28万 | 加仓 |
| MELI | MERCADOLIBRE INC | $944.94万 | 4.59% | 5,567 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $1,333.72万 | 6.48% | 133,000 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC | $1,374.62万 | 6.67% | 62,200 | 62,200 | — | $1,374.62万 | 新建仓 |
| CVNA | CARVANA CO | $1,380.77万 | 6.70% | 209,780 | 78,080 | 59.3% | $513.92万 | 加仓 |
| SE | SEA LTD | $1,829.39万 | 8.88% | 190,900 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $2,202.61万 | 10.69% | 89,800 | 25,200 | 39.0% | $618.11万 | 加仓 |
| U | UNITY SOFTWARE INC | $4,000.91万 | 19.43% | 1,399,900 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $6,213.70万 | 30.17% | 205,276 | 0 | 0.0% | — | 不变 |