Q3 2023 · 13F-HR
Bond Capital Management, LPholdings as filed
Filed 2023-11-08 · accession 0000950123-23-009579
$157.7M
Reported value
5
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| H5919C104 | ONON | ON HLDG AG | $78.3M | 49.7% | 2,814,375 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $35.6M | 22.6% | 1,855,000 | Common | SOLE |
| 18467V109 | YOU | CLEAR SECURE INC | $31.7M | 20.1% | 1,665,939 | Common | SOLE |
| 433539202 | HIPO | HIPPO HLDGS INC | $9.6M | 6.07% | 1,200,128 | Common | SOLE |
| 65345M108 | NXDR | NEXTDOOR HOLDINGS INC | $2.5M | 1.61% | 1,398,371 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.