13F HOLDINGS REPORT
Bond Capital Management, LP
Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0000950123-23-007109
Total Value
$178.5M
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 | $92.9M | 52.03% |
| 2 | CLEAR SECURE INC | YOU | 1,665,939 | $38.6M | 21.62% |
| 3 | DLOCAL LTD | DLO | 1,855,000 | $22.6M | 12.68% |
| 4 | HIPPO HLDGS INC | HIPOW | 1,200,128 | $19.8M | 11.11% |
| 5 | NEXTDOOR HOLDINGS INC | NXDR | 1,398,371 | $4.6M | 2.55% |