Bond Capital Management, LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Bond Capital Management, LP reported 5 stock positions worth $206.6 million. Its top holding was On Class A (ONON) at 57.7% of the portfolio, followed by Hippo (HIPO, 21.0%) and Clear Secure Class A (YOU, 13.5%). Its holdings were unchanged from Q2 2025.
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001923934
- Portfolio Value
- $206.6M (Q3 2025)
- SEC Filing
- 0001193125-25-280606 ↗ filed Nov 14, 2025
Holdings Value
Holdings 5 stocks · $206.6M
| ONON On Holding AG Class A filed as ON HLDG AG | 57.70% | 2,814,375 | $119.2M | No change |
| HIPO Hippo Holdings Inc. | 21.01% | 1,200,128 | $43.4M | No change |
| YOU Clear Secure Inc. Class A | 13.46% | 832,970 | $27.8M | No change |
| DLO Dlocal Ltd. | 6.41% | 927,500 | $13.2M | No change |
| NXDR Nextdoor Holdings Inc. | 1.41% | 1,398,371 | $2.9M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 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 |