13F HOLDINGS REPORT
Bond Capital Management, LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0000950123-25-005167
Total Value
$185.7M
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 | $123.6M | 66.55% |
| 2 | HIPPO HLDGS INC | HIPOW | 1,200,128 | $30.7M | 16.52% |
| 3 | CLEAR SECURE INC | YOU | 832,970 | $21.6M | 11.62% |
| 4 | DLOCAL LTD | DLO | 927,500 | $7.7M | 4.16% |
| 5 | NEXTDOOR HOLDINGS INC | NXDR | 1,398,371 | $2.1M | 1.15% |