2026 Q2 Portfolio Activity
In 2026 Q2, Bond Capital Management, LP maintained a portfolio of 5 distinct positions. The most significant new addition was SPACE EXPLORATION TECHN CORP, now representing 59.18% of the total fund value. The fund also reduced its exposure to NEXTDOOR HOLDINGS INC by 34.7%.
Position History
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Total Positions
5
Quarter
2026 Q2
Top Holding
N/A (59.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Bond Capital Management, LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 59.18% | — |
#1
Prev: #—
|
9.5 |
—
|
1,057,120 | — |
NEW
|
1,057,120 | $180,619,523 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CRWV
COREWEAVE INC
|
Technology | 23.05% | 49.89% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
706,732 | $70,348,103 |
$71.61
+12.2%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
HIPO
HIPPO HLDGS INC
|
Financial Services | 9.76% | 28.50% |
#3
1
Prev: #2
|
5.4 |
—
|
-146,093 | -12.2% |
P
S
|
1,054,035 | $29,787,029 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KIND
NEXTDOOR HOLDIN...
|
Unknown | 4.06% | 10.66% |
#4
Prev: #4
|
2.1 |
—
|
-2,896,734 | -34.7% |
P
S
|
5,458,871 | $12,391,637 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DLO
DLOCAL LTD
|
Technology | 3.95% | 10.96% |
#5
2
Prev: #3
|
3.1 |
—
|
no change | no change |
P
S
|
927,500 | $12,048,225 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-5 of 5 holdings