Bond Capital Management, LP

CIK: 0001923934Latest portfolio: $102.8M · Q4 2025

Holdings

Total Value

$102.8M

New Positions

Closed Positions

Top Holdings

#	Stock	Shares	Value	% Portfolio	Change
1	CRWVCOREWEAVE INC	706,732	$50.6M	49.25%	NEW
2	HIPOHIPPO HLDGS INC	1,200,128	$36.1M	35.13%	—
3	DLODLOCAL LTD	927,500	$13.1M	12.76%	—
4	NXDRNEXTDOOR HOLDINGS INC	1,398,371	$2.9M	2.86%	—

Quarterly Changes

New Positions

CRWVNEW
$50.6M

Closed Positions

ONONCLOSED
$119.2B
YOUCLOSED
$27.8B

Sector Breakdown

Technology0.0% ($5.1T)

Financial Services0.0% ($36.1M)

Communication Services0.0% ($2.9M)

Filing History

Quarter	Filing Date	Portfolio Value	Holdings
Q4 2025	Feb 12, 2026	$102.8M	4
Q3 2025	Nov 14, 2025	$206.6B	5
Q2 2025	Aug 13, 2025	$216.0B	0
Q1 2025	May 14, 2025	$185.7B	5
Q4 2024	Feb 13, 2025	$232.7B	5

Fund Information

CIK0001923934

Most Recent FilingFeb 12, 2026

Number of Filings5

View on SEC EDGAR →

Bond Capital Management, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $102.8M across 4 holdings. The largest position is COREWEAVE INC (CRWV), representing 49.2% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.