Bond Capital Management, LP

CIK 0001923934 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Bond Capital Management, LP reported 5 positions worth $305.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPCX (59.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$305.2M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

5 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPCX	SPACE EXPLORATION TECHN CORP	SH	$180.6M	59.18%	1,057,120	—	—
▸ 2	CRWV	COREWEAVE INC	SH	$70.3M	23.05%	706,732	—	—
▸ 3	HIPO	HIPPO HLDGS INC	SH	$29.8M	9.76%	1,054,035	—	—
▸ 4	NXDR	NEXTDOOR HOLDINGS INC	SH	$12.4M	4.06%	5,458,871	—	—
▸ 5	DLO	DLOCAL LTD	SH	$12.0M	3.95%	927,500	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Bond Capital Management, LP hold as of Q2 2026?

Bond Capital Management, LP reported 5 positions worth $305.2M in its Q2 2026 13F filing. Largest positions: SPCX (59.2%), CRWV (23.1%), HIPO (9.8%), NXDR (4.1%) and DLO (3.9%).

What did Bond Capital Management, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Bond Capital Management, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.