13F HOLDINGS REPORT
Bond Capital Management, LP
Quarter ended Q2 2023 · Filed April 24, 2023 · Accession 0000950123-23-003355
Total Value
$183.5M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ON HLDG AG | H5919C104 | 2,814,375 | $87.3M | 47.59% |
| 2 | CLEAR SECURE INC | YOU | 1,665,939 | $43.6M | 23.76% |
| 3 | DLOCAL LTD | DLO | 1,855,000 | $30.1M | 16.40% |
| 4 | HIPPO HLDGS INC | HIPOW | 1,200,128 | $19.5M | 10.61% |
| 5 | NEXTDOOR HOLDINGS INC | NXDR | 1,398,371 | $3.0M | 1.64% |