13F HOLDINGS REPORT
Bond Capital Management, LP
Quarter ended Q1 2023 · Filed January 30, 2023 · Accession 0000950123-23-000461
Total Value
$236.1M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ON HLDG AG | H5919C104 | 5,628,750 | $96.6M | 40.92% |
| 2 | CLEAR SECURE INC | YOU | 3,331,879 | $91.4M | 38.71% |
| 3 | DLOCAL LTD | DLO | 1,855,000 | $28.9M | 12.23% |
| 4 | HIPPO HLDGS INC | HIPOW | 1,200,128 | $16.3M | 6.91% |
| 5 | NEXTDOOR HOLDINGS INC | NXDR | 1,398,371 | $2.9M | 1.22% |