Bond Capital Management, LP

Concentrated strategySector-focusedQuality / disciplined sizing

Total reported value

$109.8M

Reporting period: 2026-03-31 · Number of holdings: 4

Bond Capital Management, LP disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $109.8M and a quarterly turnover rate of 14.0%.

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Personality snowflake

Concentration: 100
Portfolio Stability: 14
Momentum/Contrarian: 50
Sector conviction: 100
Diversification: 8
Sizing Uniformity: 92.57

Recent moves

Add CRWV
0.0%　$4.1M
Trim NXDR
0.0%　-$5.8M
Trim HIPO
0.0%　-$4.8M
Trim DLO
0.0%　-$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CRWV	Coreweave Inc-cl A	Stock-Tech	49.89%	+6.76%	—
2	HIPO	Hippo Holdings INC	Stock-Other	28.50%	-2.26%	—
3	DLO	DLocal Limited	Stock-Other	10.96%	-0.21%	—
4	NXDR	Nextdoor Holdings INC	Stock-Other	10.66%	-4.29%	—

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	4	$109.8M	14	1CRWV 2HIPO 3DLO Top holdings2026-03-31 1.CRWV 2.HIPO 3.DLO 4.NXDR
2025-12-31	4	$117.4M	100	1CRWV 2HIPO 3NXDR Top holdings2025-12-31 1.CRWV 2.HIPO 3.NXDR 4.DLO
2025-09-30	5	$206.6M	14	1H5919C2HIPO 3YOU Top holdings2025-09-30 1.H5919C 2.HIPO 3.YOU 4.DLO 5.NXDR
2025-06-30	5	$216.0M	0	1H5919C2HIPO 3YOU Top holdings2025-06-30 1.H5919C 2.HIPO 3.YOU 4.DLO 5.NXDR
2025-03-31	5	$185.7M	0	1H5919C2HIPO 3YOU Top holdings2025-03-31 1.H5919C 2.HIPO 3.YOU 4.DLO 5.NXDR
2024-12-31	5	$232.7M	0	1H5919C2HIPO 3YOU Top holdings2024-12-31 1.H5919C 2.HIPO 3.YOU 4.DLO 5.NXDR
2024-09-30	5	$207.3M	0	1H5919C2YOU 3HIPO Top holdings2024-09-30 1.H5919C 2.YOU 3.HIPO 4.DLO 5.NXDR
2024-06-30	5	$179.9M	0	1H5919C2YOU 3HIPO Top holdings2024-06-30 1.H5919C 2.YOU 3.HIPO 4.DLO 5.NXDR
2024-03-31	5	$187.3M	0	1H5919C2YOU 3DLO Top holdings2024-03-31 1.H5919C 2.YOU 3.DLO 4.HIPO 5.NXDR
2023-12-31	5	$156.7M	0	1H5919C2YOU 3DLO Top holdings2023-12-31 1.H5919C 2.YOU 3.DLO 4.HIPO 5.NXDR
2023-09-30	5	$157.7M	0	1H5919C2DLO 3YOU Top holdings2023-09-30 1.H5919C 2.DLO 3.YOU 4.HIPO 5.NXDR
2023-06-30	5	$178.5M	0	1H5919C2YOU 3DLO Top holdings2023-06-30 1.H5919C 2.YOU 3.DLO 4.HIPO 5.NXDR
2023-03-31	5	$183.5M	0	1H5919C2YOU 3DLO Top holdings2023-03-31 1.H5919C 2.YOU 3.DLO 4.HIPO 5.NXDR
2022-12-31	5	$142.1M	0	1H5919C2YOU 3DLO Top holdings2022-12-31 1.H5919C 2.YOU 3.DLO 4.HIPO 5.NXDR
2022-09-30	5	$147.5M	0	1H5919C2YOU 3DLO Top holdings2022-09-30 1.H5919C 2.YOU 3.DLO 4.HIPO 5.NXDR
2022-06-30	5	$245.9M	0	1H5919C2YOU 3DLO Top holdings2022-06-30 1.H5919C 2.YOU 3.DLO 4.HIPOGBP 5.NXDR
2022-03-31	5	$391.0M	0	1H5919C2YOU 3HIPOGBP Top holdings2022-03-31 1.H5919C 2.YOU 3.HIPOGBP 4.DLO 5.NXDR

Holding changes this quarter

Position changes disclosed by Bond Capital Management, LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CRWV	Coreweave Inc-cl A	+6.8%	—	Unchanged
2	DLO	DLocal Limited	-0.2%	—	Unchanged
3	HIPO	Hippo Holdings INC	-2.3%	—	Unchanged
4	NXDR	Nextdoor Holdings INC	-4.3%	—	Unchanged

FAQ

What is Bond Capital Management, LP and what type of investor is it?

Bond Capital Management, LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $109.8M, spread across 4 disclosed positions.

What are Bond Capital Management, LP's largest equity positions?

Based on the latest 13F filing, Bond Capital Management, LP's top holdings by market value are: 1. Coreweave Inc-cl A (CRWV) — $54.8M (49.9%) 2. Hippo Holdings INC (HIPO) — $31.3M (28.5%) 3. DLocal Limited (DLO) — $12.0M (11.0%) 4. Nextdoor Holdings INC (NXDR) — $11.7M (10.7%)

What changes did Bond Capital Management, LP make in its most recent portfolio filing?

No notable portfolio changes were recorded for Bond Capital Management, LP in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Bond Capital Management, LP focus on?

Bond Capital Management, LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 100.0%