13F HOLDINGS REPORT
Bond Capital Management, LP
Quarter ended Q1 2024 · Filed April 26, 2024 · Accession 0000950123-24-003553
Total Value
$187.3M
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 | $99.6M | 53.15% |
| 2 | CLEAR SECURE INC | YOU | 1,665,939 | $35.4M | 18.91% |
| 3 | DLOCAL LTD | DLO | 1,855,000 | $27.3M | 14.55% |
| 4 | HIPPO HLDGS INC | HIPOW | 1,200,128 | $21.9M | 11.70% |
| 5 | NEXTDOOR HOLDINGS INC | NXDR | 1,398,371 | $3.1M | 1.68% |