13F HOLDINGS REPORT
Flight Deck Capital, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001214659-23-007157
Total Value
$130.1M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 46,000 | $15.9M | 12.22% |
| 2 | MERCADOLIBRE INC | MELI | 10,667 | $14.1M | 10.81% |
| 3 | SENTINELONE INC | S | 691,168 | $11.3M | 8.69% |
| 4 | DLOCAL LTD | DLO | 657,297 | $10.7M | 8.20% |
| 5 | PALO ALTO NETWORKS INC | PANW | 48,800 | $9.7M | 7.49% |
| 6 | CLEAR CHANNEL OUTDOOR HLDGS | CCO | 7,546,585 | $9.1M | 6.96% |
| 7 | UBER TECHNOLOGIES INC | UBER | 261,000 | $8.3M | 6.36% |
| 8 | TOAST INC | TOST | 446,553 | $7.9M | 6.09% |
| 9 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 330,377 | $7.9M | 6.08% |
| 10 | SPLUNK INC | 848637104 | 76,700 | $7.4M | 5.65% |
| 11 | NEXTDOOR HOLDINGS INC | NXDR | 3,329,084 | $7.2M | 5.50% |
| 12 | BILL HOLDINGS INC | BILL | 83,888 | $6.8M | 5.23% |
| 13 | ZOOMINFO TECHNOLOGIES INC | GTM | 215,610 | $5.3M | 4.10% |
| 14 | CVENT HOLDING CORP | 126677103 | 570,963 | $4.8M | 3.67% |
| 15 | CYBERARK SOFTWARE LTD | M2682V108 | 25,814 | $3.8M | 2.94% |