Instuitional Investor - Bond Capital Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	On Holding Ag	ONON	2,814,375	$146,488,219	67.83%
2.	Hippo Holdings Inc.	HIPO	1,200,128	$33,519,575	15.52%
3.	Clear Secure Inc.	YOU	832,970	$23,123,247	10.71%
4.	Dlocal Limited	DLO	927,500	$10,517,850	4.87%
5.	Nextdoor Holdings Inc.	KIND	1,398,371	$2,321,296	1.07%