BC

Bond Capital Management, LP

13F
Bond Capital Management, LP
Last update 2025-05-15 5 Stocks (0 new)
Value $186.00 Mil Turnover 0 %
Countries:
Bond Capital Management, LP Top Holdings of 2025-03-31 View Full List
Ticker
ONON
HIPO
YOU
DLO
NXDR
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
+18.13%
-8.05%
16,423.6
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
HIPO
Hippo Holdings Inc
1,200,128
30,675.3
0%
16.520
0%
4.770
+8.93%
-0.19%
672.2
Insurance
YOU
Clear Secure Inc
832,970
21,582.3
0%
11.620
0%
0.900
+16.98%
+14.35%
2,774.4
Software
DLO
DLocal Ltd
927,500
7,735.4
-50.00%
4.160
-4.49%
0.320
+26.50%
+0.33%
3,075.2
Software
NXDR
Nextdoor Holdings Inc
1,398,371
2,139.5
0%
1.150
0%
0.370
+44.68%
-13.92%
780.5
Interactive Media

Bond Capital Management, LP's Historical Top Holdings Breakdowns

Bond Capital Management, LP's Top Stock Picks View Full List
Ticker
DLO
YOU
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
$10.77
-4.35%
Reduce -50%
927,500
-927,500
YOU
Clear Secure Inc
2024-09-30
Reduce
Reduce
-8.66%
18.66 ($25.79) 33.14
$29.85
15.74%
Reduce -50%
832,970
-832,969

Bond Capital Management, LP Total Holding History ($B)

To

Bond Capital Management, LP's Asset Allocation

To

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 %

Bond Capital Management, LP's Holdings Heat Map

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Bond Capital Management, LP's Holdings Bubble Chart

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