Bond Capital Management, LP

San Francisco, CA · CIK 1923934 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Francisco, CA

$305.2m reported value +178.1% vs Q1 2026

5positions

100.0%in top 10

1 new 0 added 2 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,057,120	$180.6m59.18%	59.18%	New
2	COREWEAVE INC COM CL A CRWV	CRWV	706,732	$70.3m23.05%	23.05%	Unchanged
3	HIPPO HLDGS INC COM NEW HIPO	HIPO	1,054,035	$29.8m9.76%	9.76%	Reduced -146.1k	-146,093 -12.2%
4	NEXTDOOR HOLDINGS INC COM CL A NXDR	NXDR	5,458,871	$12.4m4.06%	4.06%	Reduced -2.9m	-2,896,734 -34.7%
5	DLOCAL LTD CLASS A COM DLO	DLO	927,500	$12.0m3.95%	3.95%	Unchanged