Bond Capital Management, LP — 13F Holdings & Portfolio
CIK 1923934 · latest 13F-HR filed 2026-05-11
Bond Capital Management, LP manages $109.8M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CRWV (49.89%), HIPO (28.50%), DLO (10.96%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 3.
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.
$109.8M
Long-equity book
4
Distinct positions
2026-03-31
Filed 2026-05-11
+0 / −0 / ↑1 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- NEXTDOOR HOLDINGS INC-$5.8M -33.3%
- HIPPO HLDGS INC-$4.8M -13.4%
- DLOCAL LTD-$1.1M -8.3%
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).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |