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Bond Capital Management, Lp Top Holdings and 13F Report (2026)

About Bond Capital Management, Lp

Investment Activity

  • Bond Capital Management, Lp has $305.19 million in total holdings as of June 30, 2026.
  • Bond Capital Management, Lp owns shares of 5 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 59.18% of the portfolio was purchased this quarter.
  • About 3.51% of the portfolio was sold this quarter.
  • This quarter, Bond Capital Management, Lp has purchased 4 new stocks and bought additional shares in 0 stocks.
  • Bond Capital Management, Lp sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

SPACE EXPLORATION TECHN CORP
$180,619,523
COREWEAVE INC
$70,348,103
Hippo
$29,787,029
Nextdoor
$12,391,637
DLocal
$12,048,225

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP
$180,619,523 Holding

Largest Purchases this Quarter

SPACE EXPLORATION TECHN CORP
1,057,120 shares (about $180.62M)

Largest Sales this Quarter

Nextdoor
2,896,734 shares (about $6.58M)
Hippo
146,093 shares (about $4.13M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBond Capital Management, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPACE EXPLORATION TECHN CORP
$180,619,523$180,619,523 â–²New Holding1,057,12059.2%CLASS A COM STK
COREWEAVE INC
$70,348,1030.0%706,73223.1%COM CL A
Hippo Holdings Inc. stock logo
HIPO
Hippo
$29,787,029$4,128,588 â–¼-12.2%1,054,0359.8%Finance
Nextdoor Holdings, Inc. stock logo
KIND
Nextdoor
$12,391,637$6,575,586 â–¼-34.7%5,458,8714.1%Communication Services
DLocal Limited stock logo
DLO
DLocal
$12,048,2250.0%927,5003.9%Finance

Showing largest 100 holdings. View all holdings.
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