Instuitional Investor - Bond Capital Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	On Holding Ag	ONON	2,814,375	$75,903,694	48.43%
2.	Clear Secure Inc.	YOU	1,665,939	$34,401,640	21.95%
3.	Dlocal Limited	DLO	1,855,000	$32,814,950	20.94%
4.	Hippo Holdings Inc.	HIPO	1,200,128	$10,945,167	6.98%
5.	Nextdoor Holdings Inc.	KIND	1,398,371	$2,642,921	1.68%