Bond Capital Management LP's Q4 2023 13F: no position changes
Form 13F-HR for the quarter ended Dec 31, 2023 · filed Jan 31, 2024 · 5 reported positions · accession 0000950123-24-000525
What changed this quarter
No equity positions were opened, closed, increased or reduced in this filing.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 100.0% of the equity book
No changes in the top 10 this quarter
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | ON HLDG AG (ONON) | 49.7% | 48.4% | |
| 2 | CLEAR SECURE INC (YOU) | 20.1% | 22.0% | |
| 3 | DLOCAL LTD (DLO) | 22.6% | 20.9% | |
| 4 | HIPPO HLDGS INC (HIPO) | 6.1% | 7.0% | |
| 5 | NEXTDOOR HOLDINGS INC (NXDR) | 1.6% | 1.7% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).