Bond Capital Management, LP Portfolio Holdings

Bond Capital Management, LP

  • $165 Million
  • Q1 2024

Bond Capital Management, LP has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $165 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: On Holding Ag with a value of $99.6M, Clear Secure, Inc. with a value of $35.4M, D Local LTD with a value of $27.3M, Nextdoor Holdings, Inc. with a value of $3.15M, and Hippo Hldgs Inc with a value of $0.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $146M to 165M.

Below you can find more details about Bond Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $165 Million
Consumer Cyclical: $99.6 Million
Technology: $62.7 Million
Communication Services: $3.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.3B
$99.6 Million 60.19% of portfolio
2,814,375
Q4 2022 Reduced 50.0%
$1.76B
$35.4 Million 21.42% of portfolio
1,665,939
Q4 2022 Reduced 50.0%
$1.26B
$27.3 Million 16.48% of portfolio
1,855,000
Q1 2022 New
$441M
$3.15 Million 1.9% of portfolio
1,398,371
Q2 2022 Reduced 79.9%
Hippo Hldgs Inc
-
$0 0.0% of portfolio
-
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $165 Million
  • Prior Value $146 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 26, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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