Bond Capital Management, LP Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$102.8M

Holdings

4

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (4 positions)

#StockSharesValue% PortfolioType
1
CRWVCOREWEAVE INC
706,732$50.6M49.25%
2
HIPOHIPPO HLDGS INC
1,200,128$36.1M35.13%
3
DLODLOCAL LTD
927,500$13.1M12.76%
4
NXDRNEXTDOOR HOLDINGS INC
1,398,371$2.9M2.86%