Bond Capital Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Bond Capital Management, LP reported 5 stock positions worth $305.2 million. Its top holding was Space Exploration Techn Class A (SPCX) at 59.2% of the portfolio, followed by Coreweave Class A (CRWV, 23.1%) and Hippo (HIPO, 9.8%). Compared with Q1 2026, it opened 1 new position and reduced 2. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale Hippo (HIPO, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001923934
- Portfolio Value
- $305.2M (Q2 2026)
- SEC Filing
- 0001193125-26-352479 ↗ filed Aug 14, 2026
Holdings Value
Holdings 5 stocks · $305.2M
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | New | 59.18% | +59.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $305.2M | SPCX, CRWV, HIPO, NXDR, DLO |
| Q1 2026 | 4 | $109.8M | CRWV, HIPO, DLO, NXDR |
| Q4 2025Amended | 4 | $117.4M | CRWV, HIPO, NXDR, DLO |
| Q3 2025 | 5 | $206.6M | ONON, HIPO, YOU, DLO, NXDR |
| Q2 2025 | 5 | $216.0M | ONON, HIPO, YOU, DLO, NXDR |
| Q1 2025 | 5 | $185.7M | ONON, HIPO, YOU, DLO, NXDR |
| Q4 2024 | 5 | $232.7M | ONON, HIPO, YOU, DLO, NXDR |
| Q3 2024 | 5 | $207.3M | ONON, YOU, HIPO, DLO, NXDR |
| Q2 2024 | 5 | $179.9M | ONON, YOU, HIPO, DLO, NXDR |
| Q1 2024 | 5 | $187.3M | ONON, YOU, DLO, HIPO, NXDR |