Bond Capital Management, LP 13F Holdings · Q2 2026
Bond Capital Management, LP reported 5 securities worth $305.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPCX (59.18%), CRWV (23.05%), HIPO (9.76%). Among its top 25 positions this quarter: 1 new, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $180.6M | 59.18% | 1.1M | New |
| 2 | CRWV | COREWEAVE INC | $70.3M | 23.05% | 706,732 | Hold |
| 3 | HIPO | HIPPO HLDGS INC | $29.8M | 9.76% | 1.1M | Trimmed |
| 4 | NXDR | NEXTDOOR HOLDINGS INC | $12.4M | 4.06% | 5.5M | Trimmed |
| 5 | DLO | DLOCAL LTD | $12.0M | 3.95% | 927,500 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR