$391 Million is the total value of Bond Capital Management, LP's 5 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | ON HLDG AGnamen akt a | $142,069,000 | – | 5,628,750 | +100.0% | 36.34% | – | |
| YOU | New | CLEAR SECURE INC | $89,561,000 | – | 3,331,879 | +100.0% | 22.91% | – |
| New | HIPPO HLDGS INC | $59,706,000 | – | 30,003,193 | +100.0% | 15.27% | – | |
| DLO | New | DLOCAL LTD | $57,987,000 | – | 1,855,000 | +100.0% | 14.83% | – |
| New | NEXTDOOR HOLDINGS INC | $41,674,000 | – | 6,957,234 | +100.0% | 10.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ON HLDG AG | 7 | Q3 2023 | 52.0% |
| CLEAR SECURE INC | 7 | Q3 2023 | 32.2% |
| DLOCAL LTD | 7 | Q3 2023 | 25.8% |
| NEXTDOOR HOLDINGS INC | 7 | Q3 2023 | 10.7% |
| HIPPO HLDGS INC | 5 | Q3 2023 | 15.1% |
| HIPPO HLDGS INC | 2 | Q2 2022 | 15.3% |
View Bond Capital Management, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-24 |
| 13F-HR/A | 2023-02-03 |
| 13F-HR | 2023-01-30 |
| 13F-HR/A | 2022-10-25 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-15 |
View Bond Capital Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.