Filed: 2/12/2026ACC: 0001193125-26-047827
📋 What this filing means
BOND CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $102.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$102.76M
Total AUM (reported)
4.23M
Total Shares
Allocation by class
COM CL A$53.55M52.1%
COM NEW$36.10M35.1%
CLASS A COM$13.11M12.8%
Portfolio Concentration
Top 3$99.82M97.1%
4–10$2.94M2.9%
Top 3 weight
97.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.23M
Sole
Full voting authority
4.23M
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)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
COREWEAVE INC
SOLEShares706.73K
TypeSH
Market value$50.61M
49.25%
Sole
706.73K
Shared
0.00
None
0.00
HIPPO HLDGS INC
SOLEShares1.20M
TypeSH
Market value$36.10M
35.13%
Sole
1.20M
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares927.50K
TypeSH
Market value$13.11M
12.76%
Sole
927.50K
Shared
0.00
None
0.00
NEXTDOOR HOLDINGS INC
SOLEShares1.40M
TypeSH
Market value$2.94M
2.86%
Sole
1.40M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COREWEAVE INCSOLE | COM CL A | 706.73K | SH | $50.61M 49.25% | 706.73K | 0.00 | 0.00 |
HIPPO HLDGS INCSOLE | COM NEW | 1.20M | SH | $36.10M 35.13% | 1.20M | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 927.50K | SH | $13.11M 12.76% | 927.50K | 0.00 | 0.00 |
NEXTDOOR HOLDINGS INCSOLE | COM CL A | 1.40M | SH | $2.94M 2.86% | 1.40M | 0.00 | 0.00 |