Filed: 5/11/2026ACC: 0001193125-26-217085
📋 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 $109.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$109.75M
Total AUM (reported)
11.19M
Total Shares
Allocation by class
COM CL A$66.45M60.5%
COM NEW$31.28M28.5%
CLASS A COM$12.03M11.0%
Portfolio Concentration
Top 3$98.06M89.3%
4–10$11.70M10.7%
Top 3 weight
89.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 11.19M
Sole
Full voting authority
11.19M
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$54.75M
49.89%
Sole
706.73K
Shared
0.00
None
0.00
HIPPO HLDGS INC
SOLEShares1.20M
TypeSH
Market value$31.28M
28.50%
Sole
1.20M
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares927.50K
TypeSH
Market value$12.03M
10.96%
Sole
927.50K
Shared
0.00
None
0.00
NEXTDOOR HOLDINGS INC
SOLEShares8.36M
TypeSH
Market value$11.70M
10.66%
Sole
8.36M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COREWEAVE INCSOLE | COM CL A | 706.73K | SH | $54.75M 49.89% | 706.73K | 0.00 | 0.00 |
HIPPO HLDGS INCSOLE | COM NEW | 1.20M | SH | $31.28M 28.50% | 1.20M | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 927.50K | SH | $12.03M 10.96% | 927.50K | 0.00 | 0.00 |
NEXTDOOR HOLDINGS INCSOLE | COM CL A | 8.36M | SH | $11.70M 10.66% | 8.36M | 0.00 | 0.00 |