Bond Capital Management, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Bond Capital Management, LP reported 5 stock positions worth $216.0 million. Its top holding was On Class A (ONON) at 67.8% of the portfolio, followed by Hippo (HIPO, 15.5%) and Clear Secure Class A (YOU, 10.7%). Its holdings were unchanged from Q1 2025.
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001923934
- Portfolio Value
- $216.0M (Q2 2025)
- SEC Filing
- 0000950123-25-007841 ↗ filed Aug 13, 2025
Holdings Value
Holdings 5 stocks · $216.0M
| ONON On Holding AG Class A filed as ON HLDG AG | 67.83% | 2,814,375 | $146.5M | No change |
| HIPO Hippo Holdings Inc. | 15.52% | 1,200,128 | $33.5M | No change |
| YOU Clear Secure Inc. Class A | 10.71% | 832,970 | $23.1M | No change |
| DLO Dlocal Ltd. | 4.87% | 927,500 | $10.5M | No change |
| NXDR Nextdoor Holdings Inc. | 1.07% | 1,398,371 | $2.3M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
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 |