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Bond Capital Management, LP
Bond Capital Management, LP, also known as BOND, is a San Francisco-based global technology investment firm. The firm focuses on partnering with visionary technology founders and supports companies through all stages of their growth and innovation. Founded by experienced industry professionals including Mary Meeker, Jay Simons, and others, BOND manages multiple venture capital funds and serves institutional and other professional investors. Its team comprises senior leaders with a strong background in technology and venture capital. The firm has between 10 and 50 employees, with a leadership roster noted for experience in both venture capital and global technology investing.
Investment Strategy
BOND focuses on investing in high-growth technology companies on a global scale, supporting founders throughout their journey from early to late-stage innovation. The firm invests in transformational technology businesses across sectors, building long-term partnerships with entrepreneurs and providing strategic guidance as well as capital. Its investment philosophy is grounded in identifying market leaders and backing their continued expansion and innovation, often joining boards and actively supporting scaling operations. BOND seeks investments that reimagine large, impactful industries and aims to drive significant growth across its portfolio.
Latest 13F Filing Activity
Bond Capital Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 5 equity positions with a total 13F market value of $216M. The fund increased holdings in On HLDG AG, Hippo HLDGS Inc., Dlocal LTD among other positions. Bond Capital Management, LP reduced exposure to Nextdoor Holdings Inc., Clear Secure Inc., Dlocal LTD among others.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ONON | ON HLDG AG | 67.83% | $146.5M | 2,814,375 | $25.24 | $52.05 | +$22.9M |
H HIPO | HIPPO HLDGS INC | 15.52% | $33.5M | 1,200,128 | $18.53 | $27.93 | +$2.8M |
Y YOU | CLEAR SECURE INC | 10.71% | $23.1M | 832,970 | $26.88 | $27.76 | +$1.5M |
D DLO | DLOCAL LTD | 4.87% | $10.5M | 927,500 | $31.26 | $11.34 | +$2.8M |
K KIND | NEXTDOOR HOLDINGS INC | 1.07% | $2.3M | 1,398,371 | $5.99 | $1.66 | +$181.8K |
Industry Allocation
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