Bond Capital Management, LP — Q4 2025 13F-HR

← Bond Capital Management, LP

Q4 2025 · 13F-HR

Bond Capital Management, LPholdings as filed

Filed 2026-02-12 · accession 0001193125-26-047827

$102.8M

Reported value

Positions

2025-12-31

Period end

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The Brief · Bond Capital Management, LP · Q4 2025

AI · grounded in 13F

Bond Capital Management, LP closed its position in ONON, reducing exposure by $119.2M. The fund also exited its holding in YOU for $27.8M. To offset these sales, the manager established a new position in CRWV valued at $50.6M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
21873S108	CRWV	COREWEAVE INC	$50.6M	49.2%	706,732	Common	SOLE
433539202	HIPO	HIPPO HLDGS INC	$36.1M	35.1%	1,200,128	Common	SOLE
G29018101	DLO	DLOCAL LTD	$13.1M	12.8%	927,500	Common	SOLE
65345M108	NXDR	NEXTDOOR HOLDINGS INC	$2.9M	2.86%	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.