Bond Capital Management, LP
CIK 0001923934 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$305.2M
2026 Q2
Positions
5
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPCX
SPACE EXPLORATION TECHN CORP
59.2%
CRWV
COREWEAVE INC
23.1%
HIPO
HIPPO HLDGS INC
9.8%
NXDR
NEXTDOOR HOLDINGS INC
4.1%
DLO
DLOCAL LTD
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.