13F HOLDINGS REPORT
Bond Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001193125-25-280606
Total Value
$206.6M
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 | $119.2M | 57.70% |
| 2 | HIPPO HLDGS INC | HIPOW | 1,200,128 | $43.4M | 21.01% |
| 3 | CLEAR SECURE INC | YOU | 832,970 | $27.8M | 13.46% |
| 4 | DLOCAL LTD | DLO | 927,500 | $13.2M | 6.41% |
| 5 | NEXTDOOR HOLDINGS INC | NXDR | 1,398,371 | $2.9M | 1.41% |