Bond Capital Management, LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 11, 2026), Bond Capital Management, LP reported 4 stock positions worth $117.4 million. Its top holding was Coreweave Class A (CRWV) at 43.1% of the portfolio, followed by Hippo (HIPO, 30.8%) and Nextdoor (NXDR, 14.9%). Compared with Q3 2025, it opened 1 new position, sold out of 2 and added to 1. The biggest buy was a new position in Coreweave Class A (CRWV) and the biggest sale an exit from On Class A (ONON).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001923934
Portfolio Value
$117.4M (Q4 2025)
SEC Filing
0001193125-26-217066 ↗ filed May 11, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $187.3M Q1 2024 Q2 2024: $179.9M Q2 2024 Q3 2024: $207.3M Q3 2024 Q4 2024: $232.7M Q4 2024 Q1 2025: $185.7M Q1 2025 Q2 2025: $216.0M Q2 2025 Q3 2025: $206.6M Q3 2025 Q4 2025: $117.4M $117.4M Q4 2025 Q1 2026: $109.8M Q1 2026 Q2 2026: $305.2M Q2 2026

Holdings 4 stocks · $117.4M
CRWV Coreweave Inc. Class A 43.12% 706,732 $50.6M New
HIPO Hippo Holdings Inc. 30.76% 1,200,128 $36.1M No change
NXDR Nextdoor Holdings Inc. 14.95% 8,355,605 $17.5M Add +497.5%
DLO Dlocal Ltd. 11.17% 927,500 $13.1M No change

Portfolio Sells Q3 2025 → Q4 2025
ONON On Holding AG Class A Sold out 0.00% −57.70
YOU Clear Secure Inc. Class A Sold out 0.00% −13.46

Portfolio Buys Q3 2025 → Q4 2025
CRWV Coreweave Inc. Class A New 43.12% +43.12
NXDR Nextdoor Holdings Inc. Add +497.5% 14.95% +13.54

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$305.2MSPCX, CRWV, HIPO, NXDR, DLO
Q1 2026 4$109.8MCRWV, HIPO, DLO, NXDR
Q4 2025Amended 4$117.4MCRWV, HIPO, NXDR, DLO
Q3 2025 5$206.6MONON, HIPO, YOU, DLO, NXDR
Q2 2025 5$216.0MONON, HIPO, YOU, DLO, NXDR
Q1 2025 5$185.7MONON, HIPO, YOU, DLO, NXDR
Q4 2024 5$232.7MONON, HIPO, YOU, DLO, NXDR
Q3 2024 5$207.3MONON, YOU, HIPO, DLO, NXDR
Q2 2024 5$179.9MONON, YOU, HIPO, DLO, NXDR
Q1 2024 5$187.3MONON, YOU, DLO, HIPO, NXDR