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	Status
1	ONON	ON HLDG AG	Consumer Cyclical	2,814,375	$119.2M	57.70%	SOLD
2	YOU	CLEAR SECURE INC	Technology	832,970	$27.8M	13.46%	SOLD

Sector Allocation

Technology 78.4%

Communication Services 21.6%