13F HOLDINGS REPORT
Bond Capital Management, LP
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001193125-26-047827
Total Value
$102.8M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COREWEAVE INC | CRWV | 706,732 | $50.6M | 49.25% |
| 2 | HIPPO HLDGS INC | HIPOW | 1,200,128 | $36.1M | 35.13% |
| 3 | DLOCAL LTD | DLO | 927,500 | $13.1M | 12.76% |
| 4 | NEXTDOOR HOLDINGS INC | NXDR | 1,398,371 | $2.9M | 2.86% |