Bond Capital Management, Lp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$109.8M
Q ending 2026-03-31
Prior quarter
$117.4M
Q ending 2025-12-31
Change
-6.5% QoQ · -40.9% YoY
Positions
4
reported holdings

Largest positions

All 4 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Coreweave IncCRWVShares$54.8M707K
Hippo Hldgs IncHIPOShares$31.3M1.2M
Dlocal LtdShares$12.0M928K
Nextdoor Holdings IncNXDRShares$11.7M8.4M

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.