13F HOLDINGS REPORT
Bond Capital Management, LP
Quarter ended Q4 2023 · Filed November 8, 2023 · Accession 0000950123-23-009579
Total Value
$157.7M
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 | $78.3M | 49.65% |
| 2 | DLOCAL LTD | DLO | 1,855,000 | $35.6M | 22.55% |
| 3 | CLEAR SECURE INC | YOU | 1,665,939 | $31.7M | 20.12% |
| 4 | HIPPO HLDGS INC | HIPOW | 1,200,128 | $9.6M | 6.07% |
| 5 | NEXTDOOR HOLDINGS INC | NXDR | 1,398,371 | $2.5M | 1.61% |