Q1 2025 · 13F-HR
Bond Capital Management, LPholdings as filed
Filed 2025-05-14 · accession 0000950123-25-005167
$185.7M
Reported value
5
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| H5919C104 | ONON | ON HLDG AG | $123.6M | 66.5% | 2,814,375 | Common | SOLE |
| 433539202 | HIPO | HIPPO HLDGS INC | $30.7M | 16.5% | 1,200,128 | Common | SOLE |
| 18467V109 | YOU | CLEAR SECURE INC | $21.6M | 11.6% | 832,970 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $7.7M | 4.16% | 927,500 | Common | SOLE |
| 65345M108 | NXDR | NEXTDOOR HOLDINGS INC | $2.1M | 1.15% | 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.