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Bond Capital Management, LP

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13F filer, CIK 1923934, San Francisco, CA

Bond Capital Management, LP reported $232,662,506 across 5 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-001979

Period
2024-12-31
Reported value
$233M
Holdings
5
Top 10 weight
100%
New
0
Sold out
0

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0000950123-25-001979, largest first. % of portfolio is the value over $232,662,506, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814,375 shares; 2024Q4: 2,814,375 shares 2,814,375$154M66.25%0Timeline
HIPOHIPPO HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200,128 shares; 2024Q4: 1,200,128 shares 1,200,128$32.1M13.81%0Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832,970 shares; 2024Q4: 832,970 shares 832,970$22.2M9.54%0Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855,000 shares; 2024Q4: 1,855,000 shares 1,855,000$20.9M8.98%0Timeline
NXDRNEXTDOOR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398,371 shares; 2024Q4: 1,398,371 shares 1,398,371$3.31M1.42%0Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000950123-25-001979 base2025-02-13acceptance time not in the bulk data set