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Flight Deck Capital, LP
Hedge Fund
Flight Deck Capital, LP is a Hedge Fund based in San Francisco, CA led by Jay R Kahn, reporting $234.7M in AUM as of Q3 2025 with 35% Technology concentration, 93% concentrated in top 10 holdings, and 20% allocation to BE.
Managing PartnerJay R Kahn
- Portfolio Value
- $116.9M
- Positions
- 12
- Top Holding
- BE at 19.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Flight Deck Capital, LP's portfolio (92.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Electrical Equipment & Parts Industrials | $22.9M | 19.57% | +$22.9M Bought | 0.12% 270.7K shares | |
Software - Infrastructure Technology | $14.0M | 12.01% | — | 0.01% 98.1K shares | |
Specialty Retail Consumer Cyclical | $13.0M | 11.12% | — | 0.01% 5.6K shares | |
Auto - Manufacturers Consumer Cyclical | $12.1M | 10.31% | -$3.7M Sold | 0.00% 27.1K shares | |
Software - Infrastructure Technology | $8.7M | 7.40% | +$2.3M Bought | 0.04% 118.5K shares | |
Internet Content & Information Communication Services | $8.0M | 6.87% | +$8.0M Bought | 0.05% 80.3K shares | |
Software - Application Technology | $8.0M | 6.83% | — | 0.05% 199.6K shares | |
Software - Infrastructure Technology | $7.7M | 6.60% | +$1.0M Bought | 0.11% 389.9K shares | |
Auto - Parts Consumer Cyclical | $7.1M | 6.06% | +$7.1M New | 0.87% 488.5K shares | |
Specialty Retail Consumer Cyclical | $6.9M | 5.90% | — | 0.01% 18.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Flight Deck Capital, LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+36.68% | |
+15.05% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-23.45% |
Analytics
Portfolio insights and performance metrics for Flight Deck Capital, LP
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