Q4 2024 · 13F-HR
Bond Capital Management, LPholdings as filed
Filed 2025-02-13 · accession 0000950123-25-001979
$232.7M
Reported value
5
Positions
2024-12-31
Period end
The Brief · Bond Capital Management, LP · Q4 2024
AI · grounded in 13F
Bond Capital Management, LP reported no changes to its 13F holdings for 2024-12-31 relative to 2024-09-30.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| H5919C104 | ONON | ON HLDG AG | $154.1M | 66.3% | 2,814,375 | Common | SOLE |
| 433539202 | HIPO | HIPPO HLDGS INC | $32.1M | 13.8% | 1,200,128 | Common | SOLE |
| 18467V109 | YOU | CLEAR SECURE INC | $22.2M | 9.54% | 832,970 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $20.9M | 8.98% | 1,855,000 | Common | SOLE |
| 65345M108 | NXDR | NEXTDOOR HOLDINGS INC | $3.3M | 1.42% | 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.