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Bond Capital Management, LP

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13F filer, CIK 1923934, San Francisco, CA

Bond Capital Management, LP reported $117,370,550 across 4 holdings for the quarter ended 2025-12-31, in a 13F-HR/A filed 2026-05-11.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001193125-26-217066

Period
2025-12-31
Reported value
$117M
Holdings
4
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRWVnew+706,732$50.6M
NXDRadded+6,957,234$14.6M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ONONexited-2,814,375-$119M
YOUexited-832,970-$27.8M

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, Q4 2025

Share positions as resolved from 13F-HR/A 0001193125-26-217066, largest first. % of portfolio is the value over $117,370,550, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 706,732 shares 706,732$50.6M43.12%newTimeline
HIPOHIPPO HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200,128 shares; 2024Q4: 1,200,128 shares; 2025Q1: 1,200,128 shares; 2025Q2: 1,200,128 shares; 2025Q3: 1,200,128 shares; 2025Q4: 1,200,128 shares 1,200,128$36.1M30.76%0Timeline
NXDRNEXTDOOR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398,371 shares; 2024Q4: 1,398,371 shares; 2025Q1: 1,398,371 shares; 2025Q2: 1,398,371 shares; 2025Q3: 1,398,371 shares; 2025Q4: 8,355,605 shares 8,355,605$17.5M14.95%+6,957,234Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855,000 shares; 2024Q4: 1,855,000 shares; 2025Q1: 927,500 shares; 2025Q2: 927,500 shares; 2025Q3: 927,500 shares; 2025Q4: 927,500 shares 927,500$13.1M11.17%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ONONON HLDG AG2,814,375$119Mshares
YOUCLEAR SECURE INC832,970$27.8Mshares

How Q4 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 0001193125-26-047827 superseded2026-02-12acceptance time not in the bulk data set
13F-HR/A 0001193125-26-217066 baserestatement2026-05-11acceptance time not in the bulk data set