$246 Million is the total value of Bond Capital Management, LP's 5 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ON HLDG AGnamen akt a | $99,573,000 | -29.9% | 5,628,750 | 0.0% | 40.49% | +11.4% | ||
| YOU | CLEAR SECURE INC | $66,638,000 | -25.6% | 3,331,879 | 0.0% | 27.10% | +18.3% | |
| DLO | DLOCAL LTD | $48,694,000 | -16.0% | 1,855,000 | 0.0% | 19.80% | +33.5% | |
| HIPPO HLDGS INC | $26,361,000 | -55.8% | 30,003,193 | 0.0% | 10.72% | -29.8% | ||
| Sell | NEXTDOOR HOLDINGS INC | $4,629,000 | -88.9% | 1,398,371 | -79.9% | 1.88% | -82.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-18
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 | 2024-04-26 |
| 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 |
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.