Bond Capital Management, LP — 13F holdings

Bond Capital Management, LP reported 5 holdings worth $305M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $181M (59.2%)
2. CRWV COREWEAVE INC — $70.3M (23.1%)
3. HIPO HIPPO HLDGS INC — $29.8M (9.8%)
4. NXDR NEXTDOOR HOLDINGS INC — $12.4M (4.1%)
5. DLO DLOCAL LTD — $12.0M (3.9%)