Q2 2025 · 13F-HR
Bond Capital Management, LPholdings as filed
Filed 2025-08-13 · accession 0000950123-25-007841
$216.0M
Reported value
5
Positions
2025-06-30
Period end
The Brief · Bond Capital Management, LP · Q2 2025
AI · grounded in 13F
Bond Capital Management, LP reported no changes to its 13F holdings for 2025-06-30 relative to 2025-03-31.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| H5919C104 | ONON | ON HLDG AG | $146.5M | 67.8% | 2,814,375 | Common | SOLE |
| 433539202 | HIPO | HIPPO HLDGS INC | $33.5M | 15.5% | 1,200,128 | Common | SOLE |
| 18467V109 | YOU | CLEAR SECURE INC | $23.1M | 10.7% | 832,970 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $10.5M | 4.87% | 927,500 | Common | SOLE |
| 65345M108 | NXDR | NEXTDOOR HOLDINGS INC | $2.3M | 1.07% | 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.