Fund HoldingsBond Capital Management, LP

Total Portfolio Value
$117.37M
Total Bought
$65.23M
Total Sold
$146.99M
Net Transaction
-$81.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
COREWEAVE INC(CRWV)0706,732+706,732050,60943.12%+50,609
NEXTDOOR HOLDINGS INC(NXDR)1,398,3718,355,605+6,957,2342,92317,54714.95%+14,624
DLOCAL LTD(DLO)927,500927,500013,24513,11511.17%-130
HIPPO HLDGS INC1,200,1281,200,128043,39736,10030.76%-7,297
CLEAR SECURE INC(YOU)832,9700-832,97027,8050-27,805
ON HLDG AG(ONON)2,814,3750-2,814,375119,1890-119,189
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