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

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Q4 2025 · 13F-HR/A

Bond Capital Management, LPholdings as filed

Filed 2026-05-11 · accession 0001193125-26-217066

$117.4M

Reported value

Positions

2025-12-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
21873S108	CRWV	COREWEAVE INC	$50.6M	43.1%	706,732	Common	SOLE
433539202	HIPO	HIPPO HLDGS INC	$36.1M	30.8%	1,200,128	Common	SOLE
65345M108	NXDR	NEXTDOOR HOLDINGS INC	$17.5M	14.9%	8,355,605	Common	SOLE
G29018101	DLO	DLOCAL LTD	$13.1M	11.2%	927,500	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.