Bond Capital Management, LP.

AUM · $305M (13F)Positions · 5Turnover · n/a · Q2Filed · Aug 14, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$181M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	SPCX	SPACE EXPLORATION TECHN CORP	1.06M	$181M	59.2%	NEW
2	CRWV	COREWEAVE INC	707K	$70M	23.1%	±0%
3	HIPO	HIPPO HLDGS INC	1.05M	$30M	9.8%	−12%
4	NXDR	NEXTDOOR HOLDINGS INC	5.46M	$12M	4.1%	−35%
5	DLO	DLOCAL LTD	928K	$12M	3.9%	±0%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE BOND SIGNAL

Bond Capital Management, LP is a Other fund managing $305 million in assets. The fund runs a focused portfolio of just 5 positions.