Bond Capital Management, LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Bond Capital Management, LP reported 4 stock positions worth $109.8 million. Its top holding was Coreweave Class A (CRWV) at 49.9% of the portfolio, followed by Hippo (HIPO, 28.5%) and Dlocal (DLO, 11.0%). Its holdings were unchanged from Q4 2025.

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001923934
Portfolio Value
$109.8M (Q1 2026)
SEC Filing
0001193125-26-217085 ↗ 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 Q4 2025 Q1 2026: $109.8M $109.8M Q1 2026 Q2 2026: $305.2M Q2 2026

Holdings 4 stocks · $109.8M
CRWV Coreweave Inc. Class A 49.88% 706,732 $54.8M No change
HIPO Hippo Holdings Inc. 28.50% 1,200,128 $31.3M No change
DLO Dlocal Ltd. 10.96% 927,500 $12.0M No change
NXDR Nextdoor Holdings Inc. 10.66% 8,355,605 $11.7M No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
None this quarter.

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