Q3 2025 · 13F-HR
Bond Capital Management, LPholdings as filed
Filed 2025-11-14 · accession 0001193125-25-280606
$206.6M
Reported value
5
Positions
2025-09-30
Period end
The Brief · Bond Capital Management, LP · Q3 2025
AI · grounded in 13F
Bond Capital Management, LP established five new positions to reach a total AUM of $206.6M. The fund's largest move was a $119.2M investment in ONON. Other new entries include HIPO at $43.4M and YOU at $27.8M. The fund also added positions in DLO and NXDR.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| H5919C104 | ONON | ON HLDG AG | $119.2M | 57.7% | 2,814,375 | Common | SOLE |
| 433539202 | HIPO | HIPPO HLDGS INC | $43.4M | 21.0% | 1,200,128 | Common | SOLE |
| 18467V109 | YOU | CLEAR SECURE INC | $27.8M | 13.5% | 832,970 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $13.2M | 6.41% | 927,500 | Common | SOLE |
| 65345M108 | NXDR | NEXTDOOR HOLDINGS INC | $2.9M | 1.41% | 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.