Filed: 8/13/2025ACC: 0000950123-25-007841
📋 What this filing means
BOND CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $215.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$215.97M
Total AUM (reported)
7.17M
Total Shares
Allocation by class
NAMEN AKT A$146.49M67.8%
COM NEW$33.52M15.5%
COM CL A$25.44M11.8%
CLASS A COM$10.52M4.9%
Portfolio Concentration
Top 3$203.13M94.1%
4–10$12.84M5.9%
Top 3 weight
94.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.17M
Sole
Full voting authority
7.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
ON HLDG AG
SOLEShares2.81M
TypeSH
Market value$146.49M
67.83%
Sole
2.81M
Shared
0.00
None
0.00
HIPPO HLDGS INC
SOLEShares1.20M
TypeSH
Market value$33.52M
15.52%
Sole
1.20M
Shared
0.00
None
0.00
CLEAR SECURE INC
SOLEShares832.97K
TypeSH
Market value$23.12M
10.71%
Sole
832.97K
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares927.50K
TypeSH
Market value$10.52M
4.87%
Sole
927.50K
Shared
0.00
None
0.00
NEXTDOOR HOLDINGS INC
SOLEShares1.40M
TypeSH
Market value$2.32M
1.07%
Sole
1.40M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ON HLDG AGSOLE | NAMEN AKT A | 2.81M | SH | $146.49M 67.83% | 2.81M | 0.00 | 0.00 |
HIPPO HLDGS INCSOLE | COM NEW | 1.20M | SH | $33.52M 15.52% | 1.20M | 0.00 | 0.00 |
CLEAR SECURE INCSOLE | COM CL A | 832.97K | SH | $23.12M 10.71% | 832.97K | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 927.50K | SH | $10.52M 4.87% | 927.50K | 0.00 | 0.00 |
NEXTDOOR HOLDINGS INCSOLE | COM CL A | 1.40M | SH | $2.32M 1.07% | 1.40M | 0.00 | 0.00 |