Bond Capital Management, LP reported 5 positions worth $305.19M for the quarter ended Jun 30, 2026, up 178.1% on the prior quarter. It opened 1 new position, added to 0, trimmed 2 and exited 0. Its largest holding is Space Exploration Technologies Corp at 59.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +1.06M | – | $180.62M | 59.18% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +1.06M | $180.62M | 59.18% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 1.06M | $180.62M | 59.18% | +1.06M | – | New | 0.01% |
| 2 | CRWV CoreWeave, Inc. | Technology | 706.7K | $70.35M | 23.05% | 0 | 0.0% | Unchanged | 0.15% |
| 3 | HIPO Hippo Holdings Inc. | Financial Services | 1.05M | $29.79M | 9.76% | -146.1K | -12.2% | Reduced | 4.02% |
| 4 | NXDR Nextdoor Holdings, Inc. | Technology | 5.46M | $12.39M | 4.06% | -2.90M | -34.7% | Reduced | 1.41% |
| 5 | DLO dLocal Ltd | Technology | 927.5K | $12.05M | 3.95% | 0 | 0.0% | Unchanged | 0.32% |
Tip. Select a row to see that position’s full history at Bond Capital Management.
As of its Q2 2026 13F filing, Bond Capital Management, LP’s five largest positions were Space Exploration Technologies 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%, dLocal Ltd (DLO) at 3.9% of the reported portfolio.
Bond Capital Management, LP reported a 13F portfolio worth $305.19M across 5 positions for Q2 2026. That is up 178.1% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($180.62M). It opened 1 new positions.
Its largest sales by value were Nextdoor Holdings, Inc. ($6.58M), Hippo Holdings Inc. ($4.13M). It exited 0 positions entirely.
From the Form 13F-HR reports Bond Capital Management, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.