Boundless Plain Holdings Ltd

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Boundless Plain Holdings Ltd reported 19 stock positions worth $313.6 million. Its top holding was PDD (PDD) at 46.8% of the portfolio, followed by Nvidia (NVDA, 7.7%) and Waterdrop (WDH, 7.0%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0002108192
Portfolio Value
$313.6M (Q4 2025)
SEC Filing
0001104659-26-011714 ↗ filed Feb 9, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2025: $313.6M $313.6M Q4 2025 Q1 2026: $303.7M Q1 2026 Q2 2026: $431.6M Q2 2026

Holdings 19 stocks · $313.6M

PDD PDD Holdings Inc. 46.82% 1,294,753 $146.8M —
NVDA Nvidia Corp. 7.65% 128,675 $24.0M —
WDH Waterdrop Inc. 7.00% 11,545,362 $21.9M —
TSLA Tesla Inc. 6.48% 45,171 $20.3M —
DDL Dingdong Cayman Ltd. -SPN ADR 6.34% 7,989,001 $19.9M —
BMNR Bitmine Immersion Technologi 5.39% 622,873 $16.9M —
ZKH ZKH Group Ltd. 2.81% 2,397,979 $8.8M —
SBET Sharplink Inc. 2.60% 911,609 $8.1M —
HOOD Robinhood Markets Inc. Class A 2.50% 69,382 $7.8M —
GOOGL Alphabet Inc. Class A 2.45% 24,500 $7.7M —
BZ Kanzhun Ltd. - ADR 1.83% 281,563 $5.7M —
BE Bloom Energy Corp. Class A 1.78% 64,178 $5.6M —
YMM Full Truck Alliance -SPN ADR 1.75% 510,383 $5.5M —
BLSH Bullish 1.62% 134,389 $5.1M —
MSTR Strategy Inc. 1.45% 30,000 $4.6M —
UEC Uranium Energy Corp. 0.66% 178,500 $2.1M —
UUUU Energy Fuels Inc. 0.51% 109,769 $1.6M —
SUPX Superx AI Technology Ltd. 0.27% 53,897 $845K —
SMR Nuscale Power Corp. 0.08% 17,605 $249K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$431.6MSNDK, PDD, MU, BE, DDL
Q1 2026 22$303.7MPDD, TSLA, NVDA, DDL, WDH
Q4 2025 19$313.6MPDD, NVDA, WDH, TSLA, DDL