Bond Capital Management, LP
Net buyer this quarter
$305M
5
+$170M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $181M | 59.18% | Not reported | New | Q2 2026 |
 CRWV | $70.3M | 23.05% | Not reported | Not reported | Q4 2025 |
 HIPO | $29.8M | 9.76% | 3.99% | -12.2% | Q1 2022 |
 NXDR | $12.4M | 4.06% | 1.43% | -34.7% | Q1 2022 |
 DLO | $12M | 3.95% | 0.31% | Not reported | Q1 2022 |
| Q1 2026 | |||||
| CRWV | $54.8M | 49.89% | Not reported | Not reported | Q4 2025 |
| HIPO | $31.3M | 28.50% | 4.61% | Not reported | Q1 2022 |
| DLO | $12M | 10.96% | 0.31% | Not reported | Q1 2022 |
| NXDR | $11.7M | 10.66% | 2.18% | Not reported | Q1 2022 |
| Q4 2025 | |||||
| CRWV | $50.6M | 43.12% | Not reported | New | Q4 2025 |
| HIPO | $36.1M | 30.76% | 4.67% | Not reported | Q1 2022 |
| NXDR | $17.5M | 14.95% | 2.18% | +497.5% | Q1 2022 |
| DLO | $13.1M | 11.17% | 0.31% | Not reported | Q1 2022 |
| Q3 2025 | |||||
 ONON | $119M | 57.70% | 0.97% | Not reported | Q1 2022 |
| HIPO | $43.4M | 21.01% | 4.80% | Not reported | Q1 2022 |
 YOU | $27.8M | 13.46% | 0.95% | Not reported | Q1 2022 |
| DLO | $13.2M | 6.41% | 0.32% | Not reported | Q1 2022 |
| NXDR | $2.92M | 1.41% | 0.37% | Not reported | Q1 2022 |