Bond Capital Management, LP — 13F Holdings & Portfolio
CIK 1923934 · latest 13F-HR filed 2026-08-14
Bond Capital Management, LP manages $305.2M in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPCX (59.18%), CRWV (23.05%), HIPO (9.76%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 2, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$305.2M
Long-equity book
5
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −0 / ↑2 / ↓0
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- COREWEAVE INC$15.6M +28.5%
- NEXTDOOR HOLDINGS INC$693.8K +5.9%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $180.6M | 59.18% | 1,057,120 | SH |
| 2 | COREWEAVE INC | CRWV | 21873S108 | $70.3M | 23.05% | 706,732 | SH |
| 3 | HIPPO HLDGS INC | HIPO | 433539202 | $29.8M | 9.76% | 1,054,035 | SH |
| 4 | NEXTDOOR HOLDINGS INC | NXDR | 65345M108 | $12.4M | 4.06% | 5,458,871 | SH |
| 5 | DLOCAL LTD | DLO | G29018101 | $12.0M | 3.95% | 927,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $305.2M | 5 | 0001193125-26-352479 |
| 2026-03-31 | 2026-05-11 | $109.8M | 4 | 0001193125-26-217085 |
| 2025-12-31 | 2026-02-12 | $102.8M | 4 | 0001193125-26-047827 |
| 2025-12-31 | 2026-05-11 | $117.4M | 4 | 0001193125-26-217066 |
| 2025-09-30 | 2025-11-14 | $206.6M | 5 | 0001193125-25-280606 |
SAN FRANCISCO, CA 94105