Instuitional Investor - Bond Capital Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	On Holding Ag	ONON	2,814,375	$119,188,781	57.7%
2.	Hippo Holdings Inc.	HIPO	1,200,128	$43,396,628	21.01%
3.	Clear Secure Inc.	YOU	832,970	$27,804,539	13.46%
4.	Dlocal Limited	DLO	927,500	$13,244,700	6.41%
5.	Nextdoor Holdings Inc.	NXDR	1,398,371	$2,922,595	1.41%