Filed: 11/14/2025ACC: 0001193125-25-280606
📋 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 $206.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$206.56M
Total AUM (reported)
7.17M
Total Shares
Allocation by class
NAMEN AKT A$119.19M57.7%
COM NEW$43.40M21.0%
COM CL A$30.73M14.9%
CLASS A COM$13.24M6.4%
Portfolio Concentration
Top 3$190.39M92.2%
4–10$16.17M7.8%
Top 3 weight
92.2%
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$119.19M
57.70%
Sole
2.81M
Shared
0.00
None
0.00
HIPPO HLDGS INC
SOLEShares1.20M
TypeSH
Market value$43.40M
21.01%
Sole
1.20M
Shared
0.00
None
0.00
CLEAR SECURE INC
SOLEShares832.97K
TypeSH
Market value$27.80M
13.46%
Sole
832.97K
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares927.50K
TypeSH
Market value$13.24M
6.41%
Sole
927.50K
Shared
0.00
None
0.00
NEXTDOOR HOLDINGS INC
SOLEShares1.40M
TypeSH
Market value$2.92M
1.41%
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 | $119.19M 57.70% | 2.81M | 0.00 | 0.00 |
HIPPO HLDGS INCSOLE | COM NEW | 1.20M | SH | $43.40M 21.01% | 1.20M | 0.00 | 0.00 |
CLEAR SECURE INCSOLE | COM CL A | 832.97K | SH | $27.80M 13.46% | 832.97K | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 927.50K | SH | $13.24M 6.41% | 927.50K | 0.00 | 0.00 |
NEXTDOOR HOLDINGS INCSOLE | COM CL A | 1.40M | SH | $2.92M 1.41% | 1.40M | 0.00 | 0.00 |