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Bond Capital Management, LP

Q3 2025 · Filed 2025-11-14
Market Value
$163M
-10.6%
Holdings
4
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
YOU 17.04% 12.67% +4.37% $28M
DLO 8.12% 5.76% +2.35% $13M
NXDR 1.79% 1.27% +0.52% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ONON 73.05% 80.29% -7.24% $119M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $119M 73.0%
Mid Cap 2 $41M 25.2%
Small Cap 1 $3M 1.8%

Portfolio Analytics

Avg Market Cap
$5.9B
Median Market Cap
$4.8B
Avg P/E
36.2
Median P/E
41.1
Avg Dividend Yield
0.01%
Avg Beta
1.37
# Stocks
4
# ETFs / Funds
0

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ONON 73.05% 2,814,375 $119M $42.35 -$27M
2 YOU 17.04% 832,970 $28M $33.38 $5M
3 DLO 8.12% 927,500 $13M $14.28 $3M
4 NXDR 1.79% 1,398,371 $3M $2.09 $601K
View SEC EDGAR Filings for Bond Capital Management, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms