Boundless Plain Holdings Ltd 13F holdings
Boundless Plain Holdings Ltd reported 11 positions with a total reported value of $431.6M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-10. Top holdings by reported value: SNDK SANDISK CORP (42.3%), PDD PDD HOLDINGS INC (22.9%), MU MICRON TECHNOLOGY INC (14.3%), BE BLOOM ENERGY CORP (7.1%), DDL DINGDONG CAYMAN LTD (3.6%). Against 2026-03-31 it opened 2 new positions and exited 13. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
11 largest of 11 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SNDK SANDISK CORP | 80,319 | $182.6M | 42.3% |
| PDD PDD HOLDINGS INC | 1,294,753 | $98.8M | 22.9% |
| MU MICRON TECHNOLOGY INC | 53,346 | $61.6M | 14.3% |
| BE BLOOM ENERGY CORP | 101,945 | $30.9M | 7.1% |
| DDL DINGDONG CAYMAN LTD | 7,989,001 | $15.4M | 3.6% |
| WDH WATERDROP INC | 11,485,432 | $13.0M | 3.0% |
| CLSK CLEANSPARK INC | 734,587 | $10.7M | 2.5% |
| GOOGL ALPHABET INC | 24,500 | $8.8M | 2.0% |
| ZKH ZKH GROUP LTD | 2,397,979 | $5.4M | 1.3% |
| YMM FULL TRUCK ALLIANCE CO LTD | 510,383 | $4.1M | 1.0% |
| SUPX SUPERX AI TECHNOLOGY LTD | 53,897 | $431.2K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 13 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| TSLA TESLA INC | 67,359 | $25.0M | 8.2% |
| NVDA NVIDIA CORPORATION | 128,675 | $22.4M | 7.4% |
| BMNR BITMINE IMMERSION TECNOLOGIE | 675,176 | $13.4M | 4.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 33,480 | $11.3M | 3.7% |
| SBET SHARPLINK GAMING INC | 911,609 | $5.9M | 1.9% |
| C CITIGROUP INC | 37,944 | $4.3M | 1.4% |
| BZ KANZHUN LIMITED | 281,563 | $3.8M | 1.2% |
| MSTR STRATEGY INC | 30,000 | $3.7M | 1.2% |
| BAC BANK AMERICA CORP | 52,636 | $2.6M | 0.8% |
| UEC URANIUM ENERGY CORP | 178,500 | $2.4M | 0.8% |
| UUUU ENERGY FUELS INC | 109,769 | $2.0M | 0.7% |
| BLSH BULLISH | 21,978 | $785.3K | 0.3% |
| NUSCALE PWR CORP | 17,605 | $190.8K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BE BLOOM ENERGY CORP | 72,128 | 101,945 | +41.3% | $30.9M |
Decreases
No position was decreased.
CIK 2108192 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
