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Bond Capital Management, LP

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13F filer, CIK 1923934, San Francisco, CA

Bond Capital Management, LP reported $109,753,386 across 4 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-217085

Period
2026-03-31
Reported value
$110M
Holdings
4
Top 10 weight
100%
New
0
Sold out
0

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001193125-26-217085, largest first. % of portfolio is the value over $109,753,386, 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 706,732 shares; 2026Q1: 706,732 shares 706,732$54.8M49.89%0Timeline
HIPOHIPPO HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,200,128 shares 1,200,128$31.3M28.5%0Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 927,500 shares 927,500$12M10.96%0Timeline
NXDRNEXTDOOR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,355,605 shares 8,355,605$11.7M10.66%0Timeline

How Q1 2026 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 0001193125-26-217085 base2026-05-11acceptance time not in the bulk data set