The Analysis of Bond Capital Management, LP's Holdings & P&L

Currently, Bond Capital Management, LP holds 4 types of securities in its portfolio with a total value $109.8M. In the most recent quarter, they have increased their positions in NXDR (+7.0M shares, valued at $9.7M).

1M P&L

-8.9M-9.15%

3M P&L

+10.7M+13.79%

HY P&L

+22.2M+33.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure63.7M

95.6%

2Internet Content & Information2.9M

4.4%

Top Industries by Stock Count

1Software - Infrastructure2 stocks

66.7%

2Internet Content & Information1 stocks

33.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CRWV COREWEAVE INC706.7K shares0.00%2026-03-312026-05-11

HIPPO HLDGS INC HIPPO HLDGS INC1.2M shares0.00%2026-03-312026-05-11

DLO DLOCAL LTD927.5K shares0.00%2026-03-312026-05-11

NXDR NEXTDOOR HOLDINGS INC8.4M shares497.52%2026-03-312026-05-11

CRWV

COREWEAVE INC

0.00%

Shares706.7K

Event2026-03-31

Filed2026-05-11

HIPPO HLDGS INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-11

DLO

DLOCAL LTD

0.00%

Shares927.5K

Event2026-03-31

Filed2026-05-11

NXDR

NEXTDOOR HOLDINGS INC

497.52%

Shares8.4M

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available