Boundless Plain Holdings Ltd — 13F Holdings & Portfolio
CIK 2108192 · latest 13F-HR filed 2026-08-10
Boundless Plain Holdings Ltd manages $431.6M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SNDK (42.31%), PDD (22.88%), MU (14.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 13, added to 3, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
50-52 PAU CHUNG STREET, TO KWA WAN
HONG KONG 00000
$431.6M
Long-equity book
11
Distinct positions
2026-06-30
Filed 2026-08-10
+2 / −13 / ↑3 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BLOOM ENERGY CORP$21.1M +215.8%
- CLEANSPARK INC$4.4M +71.0%
- ALPHABET INC$1.7M +24.3%
Top Trims
- PDD HOLDINGS INC-$33.5M -25.3%
- WATERDROP INC-$5.3M -29.0%
- DINGDONG CAYMAN LTD-$5.1M -24.9%
- ZKH GROUP LTD-$1.7M -23.6%
Exited Positions
- TESLA INC$25.0M
- NVIDIA CORPORATION$22.4M
- BITMINE IMMERSION TECNOLOGIE$13.4M
- TAIWAN SEMICONDUCTOR MANUFAC$11.3M
- SHARPLINK GAMING INC$5.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SANDISK CORP | SNDK | 80004C200 | $182.6M | 42.31% | 80,319 | SH |
| 2 | PDD HOLDINGS INC | PDD | 722304102 | $98.8M | 22.88% | 1,294,753 | SH |
| 3 | MICRON TECHNOLOGY INC | MU | 595112103 | $61.6M | 14.26% | 53,346 | SH |
| 4 | BLOOM ENERGY CORP | BE | 093712107 | $30.9M | 7.15% | 101,945 | SH |
| 5 | DINGDONG CAYMAN LTD | DDL | 25445D101 | $15.4M | 3.57% | 7,989,001 | SH |
| 6 | WATERDROP INC | WDH | 94132V105 | $13.0M | 3.01% | 11,485,432 | SH |
| 7 | CLEANSPARK INC | CLSK | 18452B209 | $10.7M | 2.48% | 734,587 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $8.8M | 2.03% | 24,500 | SH |
| 9 | ZKH GROUP LTD | ZKH | 98877R104 | $5.4M | 1.26% | 2,397,979 | SH |
| 10 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $4.1M | 0.95% | 510,383 | SH |
| 11 | SUPERX AI TECHNOLOGY LTD | SUPX | G5294K110 | $431.2K | 0.10% | 53,897 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-10 | $431.6M | 11 | 0001104659-26-092986 |
| 2026-03-31 | 2026-05-12 | $303.7M | 22 | 0001104659-26-058959 |
| 2025-12-31 | 2026-02-09 | $313.6M | 19 | 0001104659-26-011714 |