Institutional Manager · CIK 0001923934
Bond Capital Management, LP
San Francisco, CA · File #028-22413
Latest AUM
$102.8M
Positions
4
Top-10 Concentration
100.0%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20254 pos · $102.8M
- 13F HOLDINGS REPORTQ/E Sep 20255 pos · $206.6M
- 13F HOLDINGS REPORTQ/E Jun 20255 pos · $216.0M
- 13F HOLDINGS REPORTQ/E Mar 20255 pos · $185.7M
- 13F HOLDINGS REPORTQ/E Dec 20245 pos · $232.7M
- 13F HOLDINGS REPORTQ/E Sep 20245 pos · $207.3M
- 13F HOLDINGS REPORTQ/E Jun 20245 pos · $179.9M
- 13F HOLDINGS REPORTQ/E Mar 20245 pos · $187.3M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $157.7M
- 13F HOLDINGS REPORTQ/E Sep 20235 pos · $178.5M
- 13F HOLDINGS REPORTQ/E Jun 20235 pos · $183.5M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20235 pos · $142.1M
- 13F HOLDINGS REPORTQ/E Mar 20235 pos · $236.1M
Top 4 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |