13F HOLDINGS REPORT
Bond Capital Management, LP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0000950123-25-001979
Total Value
$232.7M
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 | $154.1M | 66.25% |
| 2 | HIPPO HLDGS INC | HIPOW | 1,200,128 | $32.1M | 13.81% |
| 3 | CLEAR SECURE INC | YOU | 832,970 | $22.2M | 9.54% |
| 4 | DLOCAL LTD | DLO | 1,855,000 | $20.9M | 8.98% |
| 5 | NEXTDOOR HOLDINGS INC | NXDR | 1,398,371 | $3.3M | 1.42% |