Bond Capital Management, LP

CIK: 0001923934SEC EDGAR →

Portfolio Value

$102.8M

Holdings

4

As of

Q4 2025

New Positions

5

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
CRWV

COREWEAVE INC

706,732$50.6M
49.25%
2
HIPO

HIPPO HLDGS INC

1,200,128$36.1M
35.13%
3
DLO

DLOCAL LTD

927,500$13.1M
12.76%
4
NXDR

NEXTDOOR HOLDINGS INC

1,398,371$2.9M
2.86%

Quarterly Changes

Top Buys

CRWVNEW
$50.6M

Top Sells

ONONCLOSED
$119.2M
YOUCLOSED
$27.8M

New Positions (1)

CRWV
$50.6M · 707K shares

Closed Positions (2)

ONON
$119.2M · 2.8M shares
YOU
$27.8M · 833K shares

Sector Breakdown

Sector# HoldingsValue%
Technology2$63.7M62.0%
Financial Services1$36.1M35.1%
Communication Services1$2.9M2.9%