Bond Capital Management, LP

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001923934
Type: FundHoldings: 5Value: $185.7MLatest: 2025Q1

Bond Capital Management, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 5 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
5
Total Value
185739733
Accession Number
0000950123-25-005167
Form Type
13F-HR
Manager Name
Bond-Capital-Management-Lp
Data Enrichment
100% identified
5 identified0 unidentified

Holdings

5 positions • $185.7M total value
Manager:
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On Holding AG
Shares:2.8M
Value:$123.6M
% of Portfolio:66.5% ($123.6M/$185.7M)
Hippo Holdings Inc.
Shares:1.2M
Value:$30.7M
% of Portfolio:16.5% ($30.7M/$185.7M)
Clear Secure, Inc.
Shares:833.0K
Value:$21.6M
% of Portfolio:11.6% ($21.6M/$185.7M)
dLocal Ltd
Shares:927.5K
Value:$7.7M
% of Portfolio:4.2% ($7.7M/$185.7M)
Nextdoor Holdings, Inc.
Shares:1.4M
Value:$2.1M
% of Portfolio:1.2% ($2.1M/$185.7M)