Bond Capital Management, LP Long-Term Concentrated

Location: San Francisco, CA

CIK: 0001923934 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $305M (100.0% shares, 0.0% debt)

Holdings (5)

SPCX SPACE EXPLORATION TECHN CORP 59.2%

Value $181M Shares 1,057,120 Est. Cost — Unrealized —

CRWV COREWEAVE INC 23.1%

Value $70.35M Shares 706,732 Est. Cost — Unrealized —

HIPO HIPPO HLDGS INC 9.8%

Value $29.79M Shares 1,054,035 Est. Cost — Unrealized —

NXDR NEXTDOOR HOLDINGS INC 4.1%

Value $12.39M Shares 5,458,871 Est. Cost — Unrealized —

DLO DLOCAL LTD 3.9%

Value $12.05M Shares 927,500 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPCX	SPACE EXPLORATION TECHN CORP	1,057,120	$181M	59.2%	—	—	CLASS A COM STK	84615Q103
CRWV	COREWEAVE INC	706,732	$70.35M	23.1%	—	—	COM CL A	21873S108
HIPO	HIPPO HLDGS INC	1,054,035	$29.79M	9.8%	—	—	COM NEW	433539202
NXDR	NEXTDOOR HOLDINGS INC	5,458,871	$12.39M	4.1%	—	—	COM CL A	65345M108
DLO	DLOCAL LTD	927,500	$12.05M	3.9%	—	—	CLASS A COM	G29018101