Bond Capital Management, LP — 13F Holdings

2026 Q1  ·  4 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Bond Capital Management, LP maintained a portfolio of 4 distinct positions. They heavily accumulated shares in NEXTDOOR HOLDINGS INC, increasing the position by 497.5%.
Position History hover any row below to update
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Bond Capital Management, LP San Francisco, CA Venture Capital / Growth Equity AUM $110M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
4
Quarter
2026 Q1
Top Holding
CRWV (49.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
CRWV
COREWEAVE INC
Technology 49.89% 49.25% #1
Prev: #1
7.0
—
no change no change
P
S
706,732 $54,750,528
$71.61 +50.2%
$77.47 +38.9%
2025 Q4 13F Filing 2026-03-31 2026-05-11
HIPO
HIPPO HLDGS INC
Financial Services 28.50% 35.13% #2
Prev: #2
6.5
—
no change no change
P
S
1,200,128 $31,275,336 2022 Q1 13F Filing 2026-03-31 2026-05-11
DLO
DLOCAL LTD
Technology 10.96% 12.76% #3
Prev: #3
6.0
—
no change no change
P
S
927,500 $12,029,675 2022 Q1 13F Filing 2026-03-31 2026-05-11
KIND
NEXTDOOR HOLDIN...
Unknown 10.66% 2.86% #4
Prev: #4
7.5
—
6,957,234 497.5%
P
S
8,355,605 $11,697,847 2022 Q1 13F Filing 2026-03-31 2026-05-11
Showing 1-4 of 4 holdings

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