Investor
Bond Capital Management, LP
CIK 0001923934 · filed 2026-05-11 · SEC filing
13F book
$109.8M
Positions
4
Largest name
49.9%
CoreWeave, Inc. · CRWV
Est. mark
−$7.62M
Price effect on 4 names still held. Flow −$0.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| CoreWeave, Inc. | CRWV | 706.7K | $54.8M | 49.9% | $4.14M | Held |
| Hippo Hldgs Inc | — | 1.2M | $31.3M | 28.5% | −$4.82M | Held |
| Dlocal Ltd | DLO | 927.5K | $12M | 11.0% | −$1.09M | Held |
| Nextdoor Holdings, Inc. | NXDR | 8.36M | $11.7M | 10.7% | −$5.85M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.