# Bond Capital Management, LP: Form 13F holdings

An institutional investment manager in San Francisco, CA. SEC CIK 1923934.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $305.2m
- Positions: 5 (5 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1923934/000119312526352479/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $180.6m | 59.2% | 1,057,120 |  | New +1,057,120 |
| [COREWEAVE INC (CRWV)](/companies/crwv.md) | COM CL A | $70.3m | 23.1% | 706,732 |  | Unchanged |
| [HIPPO HLDGS INC (HIPO)](/companies/hipo.md) | COM NEW | $29.8m | 9.8% | 1,054,035 |  | Reduced −146,093 |
| [NEXTDOOR HOLDINGS INC (NXDR)](/companies/nxdr.md) | COM CL A | $12.4m | 4.1% | 5,458,871 |  | Reduced −2,896,734 |
| DLOCAL LTD | CLASS A COM | $12.0m | 3.9% | 927,500 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0001193125-26-352479. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.