Fund HoldingsBond Capital Management, LP

Total Portfolio Value
$305.19M
Total Bought
$180.62M
Total Sold
$2.18M
Net Transaction
+$178.44M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPACE EXPLORATION TECHN CORP01,057,120+1,057,1200180,62059.18%+180,620
COREWEAVE INC(CRWV)706,732706,732054,75170,34823.05%+15,598
NEXTDOOR HOLDINGS INC(NXDR)8,355,6055,458,871-2,896,73411,69812,3924.06%+694
DLOCAL LTD(DLO)927,500927,500012,03012,0483.95%+19
HIPPO HLDGS INC(HIPO)1,200,1281,054,035-146,09331,27529,7879.76%-1,488
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Bond Capital Management, LP — 13F Holdings — Q2 2026 | TickerTrail