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Bond Capital Management, LP

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13F filer, CIK 1923934, San Francisco, CA

Bond Capital Management, LP reported $215,970,187 across 5 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-007841

Period
2025-06-30
Reported value
$216M
Holdings
5
Top 10 weight
100%
New
0
Sold out
0

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000950123-25-007841, largest first. % of portfolio is the value over $215,970,187, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814,375 shares; 2024Q4: 2,814,375 shares; 2025Q1: 2,814,375 shares; 2025Q2: 2,814,375 shares 2,814,375$146M67.83%0Timeline
HIPOHIPPO HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200,128 shares; 2024Q4: 1,200,128 shares; 2025Q1: 1,200,128 shares; 2025Q2: 1,200,128 shares 1,200,128$33.5M15.52%0Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832,970 shares; 2024Q4: 832,970 shares; 2025Q1: 832,970 shares; 2025Q2: 832,970 shares 832,970$23.1M10.71%0Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855,000 shares; 2024Q4: 1,855,000 shares; 2025Q1: 927,500 shares; 2025Q2: 927,500 shares 927,500$10.5M4.87%0Timeline
NXDRNEXTDOOR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398,371 shares; 2024Q4: 1,398,371 shares; 2025Q1: 1,398,371 shares; 2025Q2: 1,398,371 shares 1,398,371$2.32M1.07%0Timeline

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000950123-25-007841 base2025-08-13acceptance time not in the bulk data set