Bond Capital Management, LP 13F Holdings

CIK 0001923934 · San Francisco, CA

As of Sep 30, 2025, Bond Capital Management, LP reported 5 positions worth $206.6M in its SEC Form 13F filing.

Top 5 holdings

SecurityTickerSectorSharesValue% of portfolio
ON HOLDING AGONONConsumer Cyclical2,814,375 19.2M57.70%
HIPPO HOLDINGS INCHIPOFinancial Services1,200,128$43.4M21.01%
CLEAR SECURE INCYOUTechnology832,970$27.8M13.46%
DLOCAL LTDDLOTechnology927,500 3.2M6.41%
NEXTDOOR HOLDINGS INCNXDRCommunication Services1,398,371$2.9M1.41%