$184 Million is the total value of Bond Capital Management, LP's 5 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ON HLDG AGnamen akt a | $87,330,056 | +80.8% | 2,814,375 | 0.0% | 47.59% | +40.0% | ||
| YOU | CLEAR SECURE INC | $43,597,624 | -4.6% | 1,665,939 | 0.0% | 23.76% | -26.1% | |
| DLO | DLOCAL LTD | $30,088,100 | +4.2% | 1,855,000 | 0.0% | 16.40% | -19.3% | |
| HIPPO HLDGS INC | $19,478,077 | +19.3% | 1,200,128 | 0.0% | 10.62% | -7.6% | ||
| NEXTDOOR HOLDINGS INC | $3,006,498 | +4.4% | 1,398,371 | 0.0% | 1.64% | -19.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-24
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.