Institutional Fund
Bond Capital Management, LP
San Francisco, CACIK 19239346 filings on record
Portfolio Value
$109.75M
Q1 2026
Holdings
4
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-6.5%
from $117.37M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Coreweave Inc49.9%
- Hippo Hldgs Inc28.5%
- Dlocal Ltd11.0%
- Nextdoor Holdings Inc10.7%
Portfolio Holdings
4 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Coreweave Inc | 706.7K | $54.75M | 49.9% | 0 | Held |
| 2 | Hippo Hldgs Inc | 1.20M | $31.28M | 28.5% | 0 | Held |
| 3 | Dlocal Ltd | 927.5K | $12.03M | 11.0% | 0 | Held |
| 4 | Nextdoor Holdings Inc | 8.36M | $11.70M | 10.7% | 0 | Held |