Portfolio (Quarterly)
Guide ↗
Bond Capital Management, LP
· CIK 0001923934| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CRWV | COREWEAVE INC | Technology | 706,732.0 | $50.6M | 43.12% | NEW | — | $71.61 | +47.3% |
| 2 | — | HIPPO HLDGS INC | — | 1,200,128.0 | $36.1M | 30.76% | — | — | $30.08 | — |
| 3 | NXDR | NEXTDOOR HOLDINGS INC | Communication Services | 8,355,605.0 | $17.5M | 14.95% | +7.0M | +497.5% | $2.10 | -3.8% |
| 4 | DLO | DLOCAL LTD | Technology | 927,500.0 | $13.1M | 11.17% | — | — | $14.14 | -14.7% |
① 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%