Bond Capital Management, LP
Follow13F filer, CIK 1923934, San Francisco, CA
Bond Capital Management, LP reported $185,739,733 across 5 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-005167
- Period
- 2025-03-31
- Reported value
- $186M
- Holdings
- 5
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DLOreduced | -927,500 | -$7.74M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0000950123-25-005167, largest first. % of portfolio is the value over $185,739,733, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| ONONON HLDG AG | 2,814,375 | $124M | 66.55% | 0 | Timeline | ||
| HIPOHIPPO HLDGS INC | 1,200,128 | $30.7M | 16.52% | 0 | Timeline | ||
| YOUCLEAR SECURE INC | 832,970 | $21.6M | 11.62% | 0 | Timeline | ||
| DLODLOCAL LTD | 927,500 | $7.74M | 4.16% | -927,500 | Timeline | ||
| NXDRNEXTDOOR HOLDINGS INC | 1,398,371 | $2.14M | 1.15% | 0 | Timeline |
How Q1 2025 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000950123-25-005167 | base | 2025-05-14 | acceptance time not in the bulk data set |