Bond Capital Management, LP
Bond Capital Management, LP reported 5 US-listed holdings worth $305.2 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Space Exploration Techn Corp. Class A Com STK (59.2%), CoreWeave, Inc. (23.1%) and Hippo Hldgs Inc. (9.8%). Against the quarter before, it opened 1 position, added to 0, trimmed 2 and sold out of 0.
The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +22.9% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Space Exploration Techn Corp. Class A Com STK SPCX$180.6 million
Trimmed 2
- Nextdoor Holdings Inc. NXDR-2.9 million shares · -35%
- Hippo Hldgs Inc. HIPO-146,093 shares · -12%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Space Exploration Techn Corp. Class A Com STK SPCX | 1.1M | $180.6 million | 59.18% | new |
| CoreWeave, Inc. CRWV | 706.7K | $70.3 million | 23.05% | no change |
| Hippo Hldgs Inc. HIPO | 1.1M | $29.8 million | 9.76% | -146.1K |
| Nextdoor Holdings Inc. NXDR | 5.5M | $12.4 million | 4.06% | -2.9M |
| Dlocal Ltd DLO | 927.5K | $12.0 million | 3.95% | no change |