Flight Deck Capital’s Unity U Stock Holding History

Flight Deck Capital’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.7M	Buy	1,399,900 +1,100,900	+368%	+$30.5M	22.34%	1
2025 Q4	$13.2M	Buy	299,000 +99,400	+50%	+$4.05M	11.26%	3
2025 Q3	$7.99M	Hold	199,600	–	–	6.05%	8
2025 Q2	$4.83M	Sell	199,600 -146,300	-42%	-$3.22M	5.11%	12
2025 Q1	$6.78M	Buy	+345,900	New	+$7.81M	6.99%	8
2022 Q4	–	Sell	-210,500	Closed	-$6.71M	–	20
2022 Q3	$6.71M	Sell	210,500 -18,300	-8%	-$753K	5.75%	7
2022 Q2	$8.42M	Buy	+228,800	New	+$13M	6.34%	7

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Flight Deck Capital's U Position: Q1 2026 in Review

Flight Deck Capital increased its Unity (U) stake by 368% in Q1 2026, buying an estimated $30.5M and bringing the position to 1,399,900 shares worth $30.7M. The position accounts for 22.34% of the portfolio, ranked #1.

Flight Deck Capital first reported a position in U in Q2 2022 and has held it in 7 quarters since. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

Flight Deck Capital held 1,399,900 shares of Unity worth $30.7M as of Q1 2026.
Flight Deck Capital bought 1,100,900 Unity shares in Q1 2026, an estimated $30.5M.
Unity made up 22.34% of Flight Deck Capital's portfolio in Q1 2026, its #1 holding.
Flight Deck Capital first reported a position in Unity in Q2 2022 and has held it in 7 quarters since.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Flight Deck Capital's 13F filing for Q1 2026, filed 15 May 2026.