Boundless Plain Holdings Ltd — 13F Holdings & Portfolio
CIK 2108192 · latest 13F-HR filed 2026-05-12
Boundless Plain Holdings Ltd manages $303.7M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PDD (43.57%), TSLA (8.25%), NVDA (7.39%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 1, added to 4, and trimmed 13.
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.
$303.7M
Long-equity book
22
Distinct positions
2026-03-31
Filed 2026-05-12
+4 / −1 / ↑4 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TESLA INC$4.7M +23.3%
- BLOOM ENERGY CORP$4.2M +75.2%
- ENERGY FUELS INC$407.2K +25.5%
- URANIUM ENERGY CORP$324.9K +15.6%
Top Trims
- PDD HOLDINGS INC-$14.5M -9.9%
- BULLISH-$4.3M -84.6%
- WATERDROP INC-$3.7M -16.7%
- BITMINE IMMERSION TECNOLOGIE-$3.6M -21.0%
- SHARPLINK GAMING INC-$2.3M -27.9%
New Positions
- TAIWAN SEMICONDUCTOR MANUFAC$11.3M
- CLEANSPARK INC$6.3M
- CITIGROUP INC$4.3M
- BANK AMERICA CORP$2.6M
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 | PDD HOLDINGS INC | PDD | 722304102 | $132.3M | 43.57% | 1,294,753 | SH |
| 2 | TESLA INC | TSLA | 88160R101 | $25.0M | 8.25% | 67,359 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $22.4M | 7.39% | 128,675 | SH |
| 4 | DINGDONG CAYMAN LTD | DDL | 25445D101 | $20.5M | 6.76% | 7,989,001 | SH |
| 5 | WATERDROP INC | WDH | 94132V105 | $18.3M | 6.02% | 11,485,432 | SH |
| 6 | BITMINE IMMERSION TECNOLOGIE | BMNR | 09175A206 | $13.4M | 4.40% | 675,176 | SH |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $11.3M | 3.73% | 33,480 | SH |
| 8 | BLOOM ENERGY CORP | BE | 093712107 | $9.8M | 3.22% | 72,128 | SH |
| 9 | ZKH GROUP LTD | ZKH | 98877R104 | $7.1M | 2.34% | 2,397,979 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $7.0M | 2.32% | 24,500 | SH |
| 11 | CLEANSPARK INC | CLSK | 18452B209 | $6.3M | 2.06% | 734,587 | SH |
| 12 | SHARPLINK GAMING INC | SBET | 820014405 | $5.9M | 1.94% | 911,609 | SH |
| 13 | CITIGROUP INC | C | 172967424 | $4.3M | 1.41% | 37,944 | SH |
| 14 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $4.2M | 1.38% | 510,383 | SH |
| 15 | KANZHUN LIMITED | BZ | 48553T106 | $3.8M | 1.24% | 281,563 | SH |
| 16 | STRATEGY INC | MSTR | 594972408 | $3.7M | 1.23% | 30,000 | SH |
| 17 | BANK AMERICA CORP | BAC | 060505104 | $2.6M | 0.84% | 52,636 | SH |
| 18 | URANIUM ENERGY CORP | UEC | 916896103 | $2.4M | 0.79% | 178,500 | SH |
| 19 | ENERGY FUELS INC | UUUU | 292671708 | $2.0M | 0.66% | 109,769 | SH |
| 20 | BULLISH | BLSH | G16910120 | $785.3K | 0.26% | 21,978 | SH |
| 21 | SUPERX AI TECHNOLOGY LTD | SUPX | G5294K110 | $431.2K | 0.14% | 53,897 | SH |
| 22 | NUSCALE PWR CORP | SMR | 67079K100 | $190.8K | 0.06% | 17,605 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $303.7M | 22 | 0001104659-26-058959 |
| 2025-12-31 | 2026-02-09 | $313.6M | 19 | 0001104659-26-011714 |