BC
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Bond Capital Management, LP13F | |
Bond Capital Management, LP | |
Last update 2025-05-15 | 5 Stocks (0 new) |
Value $186.00 Mil | Turnover 0 % |
Bond Capital Management, LP Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ONON | On Holding AG | 2,814,375 | 123,607.4 | 0% | 66.550 | 0% | 0.870 | +17.55% | -5.71% | 16,841.1 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
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HIPO | Hippo Holdings Inc | 1,200,128 | 30,675.3 | 0% | 16.520 | 0% | 4.770 | +11.64% | +0.71% | 678.2 | Insurance | |
YOU | Clear Secure Inc | 832,970 | 21,582.3 | 0% | 11.620 | 0% | 0.900 | +20.18% | +17.99% | 2,862.7 | Software | |
DLO | DLocal Ltd | 927,500 | 7,735.4 | -50.00% | 4.160 | -4.49% | 0.320 | +29.87% | +4.15% | 3,192.2 | Software | |
NXDR | Nextdoor Holdings Inc | 1,398,371 | 2,139.5 | 0% | 1.150 | 0% | 0.370 | +34.48% | -17.72% | 746.0 | Interactive Media |
Bond Capital Management, LP's Historical Top Holdings Breakdowns
Bond Capital Management, LP's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
DLO | DLocal Ltd | 2025-03-31 | Reduce Reduce | -4.49% | 8.23 ($11.26) 14 | $11.18 | -0.71% | Reduce -50% | 927,500 | -927,500 | |
YOU | Clear Secure Inc | 2024-09-30 | Reduce Reduce | -8.66% | 18.66 ($25.79) 33.14 | $30.80 | 19.43% | Reduce -50% | 832,970 | -832,969 |
Bond Capital Management, LP Total Holding History ($B)
Bond Capital Management, LP's Asset Allocation
Bond Capital Management, LP Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Bond Capital Management, LP's Hypothetical Growth since 2025-03-31
Bond Capital Management, LP's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Bond Capital Management, LP's Holdings Heat Map
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Bond Capital Management, LP's Holdings Bubble Chart
Bond Capital Management, LP News
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