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Portfolio (Quarterly) Guide ↗

Bond Capital Management, LP

· CIK 0001923934
13F Portfolio $117.4B AUM 4 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 1 Added 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NXDR NEXTDOOR HOLDINGS INC Communication Services 8,355,605.0 $17.5M 14.95% +7.0M +497.5% $2.10 -3.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 78.4%
Communication Services 21.6%