Q2 2026 13F · SEC CIK 1923934
Bond Capital Management, LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $305.2M
- Reported positions
- 5
- Top holdings a year, 3 yrs
- +13.1%
- Average holding period
- 4 qtrs
Bond Capital Management, LP is a hedge fund that reported 5 positions worth $305.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Space Exploration Techn Corp (SPCX, 59.2%), Coreweave Inc (CRWV, 23.1%), Hippo Holdings Inc (HIPO, 9.8%). A portfolio copying its top holdings returned 13.1% a year over the last 3 years, against 20.4% for the S&P 500.
Bond Capital Management, LP holdings all 5 positions.
Weights are shares of the filer's total reported 13F value, compared with Q3 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | 59.2% | — | $180.6M |
| CRWVCoreweave Inc | 23.1% | — | $70.3M |
| HIPOHippo Holdings Inc | 9.8% | -12.2% | $29.8M |
| NXDRNextdoor Holdings Inc | 4.1% | +290.4% | $12.4M |
| DLODlocal Ltd | 3.9% | +0.0% | $12.0M |
What Bond Capital Management, LP bought and sold in Q2 2026, against Q3 2025.
New positions
- SPCX Space Exploration Techn Corp59.2% of 13F
- CRWV Coreweave Inc23.1% of 13F
Added to
- NXDR Nextdoor Holdings Inc+290.4% shares
Reduced
- HIPO Hippo Holdings Inc-12.2% shares
Sold out
- ONON On Hldg AGwas 57.7%
- YOU Clear Secure Incwas 13.5%
Share counts compared with the Q3 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -4.5% /yr
- S&P 500 +20.2%
- 3 years
- +13.1% /yr
- S&P 500 +20.4%
- 5 years
- +8.7% /yr
- S&P 500 +16.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $305.2M | 5 |
| Q3 2025 | $206.6M | 5 |
| Q2 2025 | $216.0M | 5 |
| Q1 2025 | $185.7M | 5 |
| Q4 2024 | $232.7M | 5 |
| Q3 2024 | $207.3M | 5 |
| Q2 2024 | $179.9M | 5 |
| Q1 2024 | $187.3M | 5 |
| Q4 2023 | $156.7M | 5 |
| Q3 2023 | $157.7M | 5 |
| Q2 2023 | $178.5M | 5 |
| Q1 2023 | $183.5M | 5 |
Questions about Bond Capital Management, LP's portfolio
What stocks does Bond Capital Management, LP own?
Bond Capital Management, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 5 positions worth $305.2M. The largest are Space Exploration Techn Corp (SPCX) at 59.2%, Coreweave Inc (CRWV) at 23.1%, Hippo Holdings Inc (HIPO) at 9.8%, Nextdoor Holdings Inc (NXDR) at 4.1% and Dlocal Ltd (DLO) at 3.9%.
What did Bond Capital Management, LP buy last quarter?
In Q2 2026, Bond Capital Management, LP added a new position in Space Exploration Techn Corp (SPCX), a new position in Coreweave Inc (CRWV) and Nextdoor Holdings Inc (NXDR) (+290.4% shares), compared with its Q3 2025 filing.
What did Bond Capital Management, LP sell last quarter?
In Q2 2026, Bond Capital Management, LP sold all of On Hldg AG (ONON), sold all of Clear Secure Inc (YOU) and Hippo Holdings Inc (HIPO) (-12.2% shares), compared with its Q3 2025 filing.
How has Bond Capital Management, LP's portfolio performed?
A portfolio copying Bond Capital Management, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -4.5% against +20.2%. Over 5 years: +8.7% a year against +16.6%.
When is Bond Capital Management, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Bond Capital Management, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.