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Bond Capital Management, LP

hedge fundUpdated 28 days ago

Managed by Bond Capital Management, Lp • Latest filing Q2 2026

Portfolio value
$305.2M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-19.0%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$183.5M
Q2 2023$178.5M
Q3 2023$157.7M
Q4 2023$156.7M
Q1 2024$187.3M
Q2 2024$179.9M
Q3 2024$207.3M
Q4 2024$232.7M
Q1 2025$185.7M
Q2 2025$216M
Q3 2025$206.6M
Q4 2025$102.8M
Q1 2026$109.8M
Q2 2026$305.2M

Top holdings

5 positions as of Q2 2026

View filing
S

SPACE EXPLORATION TECHN CORP

Value
$180.6M
Shares
1.06M
% Port
59.18%
C

COREWEAVE INC

Value
$70.3M
Shares
706.7K
% Port
23.05%
H

HIPPO HLDGS INC

Value
$29.8M
Shares
1.05M
% Port
9.76%
N

NEXTDOOR HOLDINGS INC

Value
$12.4M
Shares
5.46M
% Port
4.06%
D
5.DLO

DLOCAL LTD

Value
$12M
Shares
927.5K
% Port
3.95%

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