本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Bond Capital Management, LP (CIK 1923934) reported $305.2M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPCX ($180.6M, 59.18%), CRWV ($70.3M, 23.05%), HIPO ($29.8M, 9.76%), NXDR ($12.4M, 4.06%), DLO ($12.0M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $180.6M | 59.18% | 1.1M | New |
| 2 | CRWV | COREWEAVE INC | $70.3M | 23.05% | 706,732 | Hold |
| 3 | HIPO | HIPPO HLDGS INC | $29.8M | 9.76% | 1.1M | Trimmed |
| 4 | NXDR | NEXTDOOR HOLDINGS INC | $12.4M | 4.06% | 5.5M | Trimmed |
| 5 | DLO | DLOCAL LTD | $12.0M | 3.95% | 927,500 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30