Bond Capital Management, LP Portfolio Holdings

Bond Capital Management, LP

  • $182 Million
  • Q2 2025

Bond Capital Management, LP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $182 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 $146M, Clear Secure, Inc. with a value of $23.1M, D Local LTD with a value of $10.5M, Nextdoor Holdings, Inc. with a value of $2.32M, and Hippo Hldgs Inc with a value of $0.

Examining the 13F form we can see an increase of $27.4M in the current position value, from $155M to 182M.

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

Portfolio value $182 Million
Consumer Cyclical: $146 Million
Technology: $33.6 Million
Communication Services: $2.32 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14B
$146 Million 80.29% of portfolio
2,814,375
Q4 2022 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $182 Million
  • Prior Value $155 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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