Bond Capital Management, LP — Q1 2026 13F-HR

← Bond Capital Management, LP

Q1 2026 · 13F-HR

Bond Capital Management, LPholdings as filed

Filed 2026-05-11 · accession 0001193125-26-217085

$109.8M

Reported value

Positions

2026-03-31

Period end

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The Brief · Bond Capital Management, LP · Q1 2026

AI · grounded in 13F

Bond Capital Management, LP increased its position in NXDR by 497.52% this quarter. The fund added one new position to its portfolio. Total assets under management stood at $109,753,386 across four total positions.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
21873S108	CRWV	COREWEAVE INC	$54.8M	49.9%	706,732	Common	SOLE
433539202	HIPO	HIPPO HLDGS INC	$31.3M	28.5%	1,200,128	Common	SOLE
G29018101	DLO	DLOCAL LTD	$12.0M	11.0%	927,500	Common	SOLE
65345M108	NXDR	NEXTDOOR HOLDINGS INC	$11.7M	10.7%	8,355,605	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.