Bond Capital Management, LP Portfolio Holdings

Bond Capital Management, LP

  • $163 Million
  • Q3 2025

Bond Capital Management, LP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $163 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: On Holding Ag with a value of $119M, Clear Secure, Inc. with a value of $27.8M, D Local LTD with a value of $13.2M, Nextdoor Holdings, Inc. with a value of $2.92M, and Hippo Hldgs Inc with a value of $0.

Examining the 13F form we can see an decrease of $19.3M in the current position value, from $182M to 163M.

Below you can find more details about Bond Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $163 Million
Consumer Cyclical: $119 Million
Technology: $41 Million
Communication Services: $2.92 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.9B
$119 Million 73.05% of portfolio
2,814,375
Q4 2022 Reduced 50.0%
$3.03B
$27.8 Million 17.04% of portfolio
832,970
Q3 2024 Reduced 50.0%
$2.22B
$13.2 Million 8.12% of portfolio
927,500
Q1 2025 Reduced 50.0%
$273M
$2.92 Million 1.79% of portfolio
1,398,371
Q2 2022 Reduced 79.9%
Hippo Hldgs Inc
-
$0 0.0% of portfolio
-
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $163 Million
  • Prior Value $182 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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