Boundless Plain Holdings Ltd
- SEC CIK
- 0002108192
- Latest filing
- Aug 10, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 10, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 11
- −11 vs. Q1 2026
- Portfolio value
- $431.6M
- +$127.9M (+42.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNDKSandisk Corp | COM | 80,319 | $182.6M | 42.3% | +80,319 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 1,294,753 | $98.8M | 22.9% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 53,346 | $61.6M | 14.3% | +53,346 | New | History |
| BEBloom Energy Corp | COM CL A | 101,945 | $30.9M | 7.1% | +29,817+41.3% | Added | History |
| DDLDingdong (Cayman) Ltd | ADS | 7,989,001 | $15.4M | 3.6% | 00.0% | Unchanged | History |
| WDHWaterdrop Inc. | ADS | 11,485,432 | $13.0M | 3.0% | 00.0% | Unchanged | History |
| CLSKCleanspark, Inc. | COM NEW | 734,587 | $10.7M | 2.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 24,500 | $8.76M | 2.0% | 00.0% | Unchanged | History |
| ZKHZKH Group Ltd | SPONSORED ADS | 2,397,979 | $5.42M | 1.3% | 00.0% | Unchanged | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 510,383 | $4.10M | 1.0% | 00.0% | Unchanged | History |
| SUPXSuperX AI Technology Ltd | USD ORD SHS NEW | 53,897 | $431.2K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (13)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 67,359 | $25.0M | 8.2% | History |
| NVDANVIDIA Corp | Stock | 128,675 | $22.4M | 7.4% | History |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 675,176 | $13.4M | 4.4% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 33,480 | $11.3M | 3.7% | History |
| SBETSharplink, Inc. | COM NEW | 911,609 | $5.88M | 1.9% | History |
| CCitigroup Inc | Stock | 37,944 | $4.28M | 1.4% | History |
| BZKanzhun Ltd | SPONSORED ADS | 281,563 | $3.77M | 1.2% | History |
| MSTRStrategy Inc | Stock | 30,000 | $3.74M | 1.2% | History |
| BACBank of America Corp | Stock | 52,636 | $2.57M | 0.8% | History |
| UECUranium Energy Corp | COM | 178,500 | $2.41M | 0.8% | History |
| UUUUEnergy Fuels Inc | COM NEW | 109,769 | $2.00M | 0.7% | History |
| BLSHBullish | ORD SHS | 21,978 | $785.3K | 0.3% | History |
| SMRNuscale Power Corp | CL A COM | 17,605 | $190.8K | 0.1% | History |