Boundless Plain Holdings Ltd 13F Holdings · Q2 2026
Boundless Plain Holdings Ltd reported 11 securities worth $431.61M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SNDK (42.31%), PDD (22.88%), MU (14.26%). Among its top 25 positions this quarter: 2 new, 1 added, 13 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $182.6M | 42.31% | 80,319 | New |
| 2 | PDD | PDD HOLDINGS INC | $98.8M | 22.88% | 1.3M | Hold |
| 3 | MU | MICRON TECHNOLOGY INC | $61.6M | 14.26% | 53,346 | New |
| 4 | BE | BLOOM ENERGY CORP | $30.9M | 7.15% | 101,945 | Added |
| 5 | DDL | DINGDONG CAYMAN LTD | $15.4M | 3.57% | 8.0M | Hold |
| 6 | WDH | WATERDROP INC | $13.0M | 3.01% | 11.5M | Hold |
| 7 | CLSK | CLEANSPARK INC | $10.7M | 2.48% | 734,587 | Hold |
| 8 | GOOGL | ALPHABET INC | $8.8M | 2.03% | 24,500 | Hold |
| 9 | ZKH | ZKH GROUP LTD | $5.4M | 1.26% | 2.4M | Hold |
| 10 | YMM | FULL TRUCK ALLIANCE CO LTD | $4.1M | 0.95% | 510,383 | Hold |
| 11 | SUPX | SUPERX AI TECHNOLOGY LTD | $431,176 | 0.10% | 53,897 | Hold |
| 12 | BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | Exited |
| 13 | BLSH | BULLISH | $0 | 0.00% | 0 | Exited |
| 14 | BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | Exited |
| 15 | BZ | KANZHUN LIMITED | $0 | 0.00% | 0 | Exited |
| 16 | C | CITIGROUP INC | $0 | 0.00% | 0 | Exited |
| 17 | MSTR | STRATEGY INC | $0 | 0.00% | 0 | Exited |
| 18 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 19 | SBET | SHARPLINK GAMING INC | $0 | 0.00% | 0 | Exited |
| 20 | SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | Exited |
| 21 | TSLA | TESLA INC | $0 | 0.00% | 0 | Exited |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | Exited |
| 23 | UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 24 | UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR