Bond Capital Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Bond Capital Management, Lp disclosed 5 stock positions valued at approximately $305.19M as of quarter-end June 30, 2026. The largest holdings include SPACE EXPLORATION TECHN CORP, COREWEAVE INC, and HIPPO HLDGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 5
- Portfolio Value
- $305.19M
Holdings by Sector
Bond Capital Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | SPCX | Industrials | 59.18% | 1,057,120 | +1,057,120 | +100.00% | $180,619,523 |
| COREWEAVE INC | CRWV | Technology | 23.05% | 706,732 | - | - | $70,348,103 |
| HIPPO HLDGS INC | HIPO | Financial Services | 9.76% | 1,054,035 | -146,093 | -12.17% | $29,787,029 |
| NEXTDOOR HOLDINGS INC | KIND | Communication Services | 4.06% | 5,458,871 | -2,896,734 | -34.67% | $12,391,637 |
| DLOCAL LTD | DLO | Technology | 3.95% | 927,500 | - | - | $12,048,225 |
Showing 5 of 5 holdings in the latest reporting period.