Flight Deck Capital, LP
SAN FRANCISCO CA · SEC CIK 0001861705
$1.37亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 22.3%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
U 加仓+$2,415.37万
SE 新建仓+$1,580.84万
NET 新建仓+$1,332.96万
TOST 加仓+$257.15万
HOOD 加仓+$241.86万
2026Q1 卖出最多 按季末市值估算
HUT 清仓-$986.33万
BE 减仓-$886.10万
TSLA 清仓-$791.51万
CONFLUENT INC 清仓-$239.29万
CVNA 减仓-$173.54万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| U | UNITY SOFTWARE INC | $3,071.38万 | 22.34% | 1,399,900 | 1,100,900 | 368.2% | $2,415.37万 | 加仓 |
| BE | BLOOM ENERGY CORP | $2,781.28万 | 20.23% | 205,276 | -65,400 | -24.2% | -$886.10万 | 减仓 |
| SE | SEA LTD | $1,580.84万 | 11.50% | 190,900 | 190,900 | — | $1,580.84万 | 新建仓 |
| NET | CLOUDFLARE INC | $1,332.96万 | 9.70% | 64,600 | 64,600 | — | $1,332.96万 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $1,062.04万 | 7.73% | 807,021 | 45,200 | 5.9% | $59.48万 | 加仓 |
| MELI | MERCADOLIBRE INC | $962.55万 | 7.00% | 5,567 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $921.69万 | 6.70% | 133,000 | 34,900 | 35.6% | $241.86万 | 加仓 |
| CVNA | CARVANA CO | $828.08万 | 6.02% | 26,340 | -5,520 | -17.3% | -$173.54万 | 减仓 |
| PONY | PONY AI INC | $792.87万 | 5.77% | 839,900 | -14,000 | -1.6% | -$13.22万 | 减仓 |
| TOST | TOAST INC | $413.99万 | 3.01% | 156,162 | 97,000 | 164.0% | $257.15万 | 加仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -214,700 | -100.0% | -$986.33万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -17,600 | -100.0% | -$791.51万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -79,129 | -100.0% | -$239.29万 | 清仓 |