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Bond Capital Management, LP
Bond Capital Management, LP is an institution, managing $206.6M across 5 long positions as of Q3 2025 with 58% Consumer Cyclical concentration, with only 5 positions, and 58% allocation to ONON.
- Portfolio Value
- $206.6M
- Positions
- 5
- Top Holding
- ONON at 57.7%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bond Capital Management, LP's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Apparel - Retail Consumer Cyclical | $119.2M | 57.70% | — | 0.86% 2.8M shares | |
Insurance - Specialty Financial Services | $43.4M | 21.01% | — | 4.80% 1.2M shares | |
Software - Application Technology | $27.8M | 13.46% | — | 0.87% 833.0K shares | |
Software - Infrastructure Technology | $13.2M | 6.41% | — | 0.32% 927.5K shares | |
Unknown Unknown | $2.9M | 1.41% | — | 0.36% 1.4M shares |
Analytics
Portfolio insights and performance metrics for Bond Capital Management, LP
GthenA