Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Bond Capital Management, LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Bond Capital Management, LP (CIK 1923934) reported $305.2M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPCX ($180.6M, 59.18%), CRWV ($70.3M, 23.05%), HIPO ($29.8M, 9.76%), NXDR ($12.4M, 4.06%), DLO ($12.0M, 3.95%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPCXSPACE EXPLORATION TECHN CORP$180.6M59.18%1.1MNew
2CRWVCOREWEAVE INC$70.3M23.05%706,732Hold
3HIPOHIPPO HLDGS INC$29.8M9.76%1.1MTrimmed
4NXDRNEXTDOOR HOLDINGS INC$12.4M4.06%5.5MTrimmed
5DLODLOCAL LTD$12.0M3.95%927,500Hold

Source: SEC Form 13F filings · as of 2026-06-30