Institutional
Bond Capital Management, LP
CIK 0001923934
$109.8M
Reported AUM
4
Positions
Q1 2026
Period
2026-05-11
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CRWV | COREWEAVE INC | $71.70 | -2.98% | -31.99% | 71.50% | $54.8M | 49.89% | — | HELD |
| 2 | HIPO | HIPPO HLDGS INC | $31.45 | -1.35% | 22.99% | -76.37% | $31.3M | 28.50% | — | HELD |
| 3 | DLO | DLOCAL LTD | $15.08 | 0.73% | 52.07% | -75.05% | $12.0M | 10.96% | — | HELD |
| 4 | NXDR | NEXTDOOR HOLDINGS INC | $2.22 | -1.33% | 30.59% | -71.86% | $11.7M | 10.66% | — | HELD |
Source: SEC EDGAR · accession 0001193125-26-217085. 13F discloses long positions only — shorts, foreign equities, and options are excluded.