Bond Capital Management, LP
Top Portfolio Positions
4 positions ·
$109,753,385 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CRWV |
CoreWeave, Inc.
Technology
|
706,732 | $54,750,528 | 49.89% | |
| HIPO |
Hippo Holdings Inc.
Financial Services
|
1,200,128 | $31,275,335 | 28.50% | |
| DLO |
dLocal Ltd
Technology
|
927,500 | $12,029,675 | 10.96% | |
| NXDR |
Nextdoor Holdings, Inc.
Communication Services
|
8,355,605 | $11,697,847 | 10.66% |
Portfolio Trend
17 quarters · across all stocks
Holdings in DLO
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,029,675 | 927,500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,114,850 | 927,500 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $13,244,700 | 927,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,517,850 | 927,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,735,350 | 927,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $20,887,300 | 1,855,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,840,000 | 1,855,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,006,950 | 1,855,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $27,268,500 | 1,855,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $32,814,950 | 1,855,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $35,560,350 | 1,855,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,640,275 | 1,855,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $30,088,100 | 1,855,000 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $28,882,350 | 1,855,000 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $38,064,600 | 1,855,000 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $48,693,750 | 1,855,000 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $57,987,300 | 1,855,000 | Shares | Sole | 2022-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||