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Bond Capital Management, LP

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $305,194,517

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. SPACE EXPLORATION TECHN CORP · CLASS A COM STK · 84615Q103 · shares: $180,619,523
  2. COREWEAVE INC · COM CL A · 21873S108 · shares: $70,348,103
  3. HIPPO HLDGS INC · COM NEW · 433539202 · shares: $29,787,029
  4. NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 · shares: $12,391,637
  5. DLOCAL LTD · CLASS A COM · G29018101 · shares: $12,048,225

Reported holdings

5 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
SPACE EXPLORATION TECHN CORPCLASS A COM STK84615Q103 — 1,057,120 shares $180,619,523
COREWEAVE INCCOM CL A21873S108 — 706,732 shares $70,348,103
HIPPO HLDGS INCCOM NEW433539202 — 1,054,035 shares $29,787,029
NEXTDOOR HOLDINGS INCCOM CL A65345M108 — 5,458,871 shares $12,391,637
DLOCAL LTDCLASS A COMG29018101 — 927,500 shares $12,048,225