Bond Capital Management, LP 13F holdings
Bond Capital Management, LP reported 5 positions with a total reported value of $305.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: SPCX SPACE EXPLORATION TECHN CORP (59.2%), CRWV COREWEAVE INC (23.1%), HIPO HIPPO HLDGS INC (9.8%), NXDR NEXTDOOR HOLDINGS INC (4.1%), DLO DLOCAL LTD (3.9%). Against 2026-03-31 it opened 1 new position and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
5 largest of 5 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 1,057,120 | $180.6M | 59.2% |
| CRWV COREWEAVE INC | 706,732 | $70.3M | 23.1% |
| HIPO HIPPO HLDGS INC | 1,054,035 | $29.8M | 9.8% |
| NXDR NEXTDOOR HOLDINGS INC | 5,458,871 | $12.4M | 4.1% |
| DLO DLOCAL LTD | 927,500 | $12.0M | 3.9% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 1,057,120 | $180.6M | 59.2% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NXDR NEXTDOOR HOLDINGS INC | 8,355,605 | 5,458,871 | -34.7% | $12.4M |
| HIPO HIPPO HLDGS INC | 1,200,128 | 1,054,035 | -12.2% | $29.8M |
CIK 1923934 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
