Boundless Plain Holdings Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Boundless Plain Holdings Ltd reported 11 stock positions worth $431.6 million. Its top holding was Sandisk (SNDK) at 42.3% of the portfolio, followed by PDD (PDD, 22.9%) and Micron Technology (MU, 14.3%). Compared with Q1 2026, it opened 2 new positions, sold out of 13 and added to 1. The biggest buy was a new position in Sandisk (SNDK) and the biggest sale an exit from Tesla (TSLA).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0002108192
- Portfolio Value
- $431.6M (Q2 2026)
- SEC Filing
- 0001104659-26-092986 ↗ filed Aug 10, 2026
Holdings Value
Holdings 11 stocks · $431.6M
| SNDK Sandisk Corp. | 42.31% | 80,319 | $182.6M | New |
| PDD PDD Holdings Inc. | 22.88% | 1,294,753 | $98.8M | No change |
| MU Micron Technology Inc. | 14.26% | 53,346 | $61.6M | New |
| BE Bloom Energy Corp. Class A | 7.15% | 101,945 | $30.9M | Add +41.3% |
| DDL Dingdong Cayman Ltd. -SPN ADR | 3.57% | 7,989,001 | $15.4M | No change |
| WDH Waterdrop Inc. | 3.01% | 11,485,432 | $13.0M | No change |
| CLSK Cleanspark Inc. | 2.48% | 734,587 | $10.7M | No change |
| GOOGL Alphabet Inc. Class A | 2.03% | 24,500 | $8.8M | No change |
| ZKH ZKH Group Ltd. | 1.26% | 2,397,979 | $5.4M | No change |
| YMM Full Truck Alliance -SPN ADR | 0.95% | 510,383 | $4.1M | No change |
| SUPX Superx AI Technology Ltd. | 0.10% | 53,897 | $431K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| TSLA Tesla Inc. | Sold out | 0.00% | −8.25 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −7.39 |
| BMNR Bitmine Immersion Technologi | Sold out | 0.00% | −4.40 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −3.73 |
| SBET Sharplink Inc. | Sold out | 0.00% | −1.94 |
| C Citigroup Inc. | Sold out | 0.00% | −1.41 |
| BZ Kanzhun Ltd. - ADR | Sold out | 0.00% | −1.24 |
| MSTR Strategy Inc. | Sold out | 0.00% | −1.23 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.84 |
| UEC Uranium Energy Corp. | Sold out | 0.00% | −0.79 |
| UUUU Energy Fuels Inc. | Sold out | 0.00% | −0.66 |
| BLSH Bullish | Sold out | 0.00% | −0.26 |
| SMR Nuscale Power Corp. | Sold out | 0.00% | −0.06 |