13F HOLDINGS REPORT
Bond Capital Management, LP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000950123-25-007841
Total Value
$216.0M
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 | $146.5M | 67.83% |
| 2 | HIPPO HLDGS INC | HIPOW | 1,200,128 | $33.5M | 15.52% |
| 3 | CLEAR SECURE INC | YOU | 832,970 | $23.1M | 10.71% |
| 4 | DLOCAL LTD | DLO | 927,500 | $10.5M | 4.87% |
| 5 | NEXTDOOR HOLDINGS INC | NXDR | 1,398,371 | $2.3M | 1.07% |