Boundless Plain Holdings Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Boundless Plain Holdings Ltd reported 22 stock positions worth $303.7 million. Its top holding was PDD (PDD) at 43.6% of the portfolio, followed by Tesla (TSLA, 8.2%) and Nvidia (NVDA, 7.4%). Compared with Q4 2025, it opened 4 new positions, sold out of 1, added to 3 and reduced 2. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale an exit from Robinhood Markets Class A (HOOD).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0002108192
- Portfolio Value
- $303.7M (Q1 2026)
- SEC Filing
- 0001104659-26-058959 ↗ filed May 12, 2026
Holdings Value
Holdings 22 stocks · $303.7M
| PDD PDD Holdings Inc. | 43.57% | 1,294,753 | $132.3M | No change |
| TSLA Tesla Inc. | 8.25% | 67,359 | $25.0M | Add +49.1% |
| NVDA Nvidia Corp. | 7.39% | 128,675 | $22.4M | No change |
| DDL Dingdong Cayman Ltd. -SPN ADR | 6.76% | 7,989,001 | $20.5M | No change |
| WDH Waterdrop Inc. | 6.02% | 11,485,432 | $18.3M | Reduce -0.5% |
| BMNR Bitmine Immersion Technologi | 4.40% | 675,176 | $13.4M | Add +8.4% |
| TSM Taiwan Semiconductor-SP ADR | 3.73% | 33,480 | $11.3M | New |
| BE Bloom Energy Corp. Class A | 3.22% | 72,128 | $9.8M | Add +12.4% |
| ZKH ZKH Group Ltd. | 2.34% | 2,397,979 | $7.1M | No change |
| GOOGL Alphabet Inc. Class A | 2.32% | 24,500 | $7.0M | No change |
| CLSK Cleanspark Inc. | 2.06% | 734,587 | $6.3M | New |
| SBET Sharplink Inc. | 1.94% | 911,609 | $5.9M | No change |
| C Citigroup Inc. | 1.41% | 37,944 | $4.3M | New |
| YMM Full Truck Alliance -SPN ADR | 1.38% | 510,383 | $4.2M | No change |
| BZ Kanzhun Ltd. - ADR | 1.24% | 281,563 | $3.8M | No change |
| MSTR Strategy Inc. | 1.23% | 30,000 | $3.7M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.84% | 52,636 | $2.6M | New |
| UEC Uranium Energy Corp. | 0.79% | 178,500 | $2.4M | No change |
| UUUU Energy Fuels Inc. | 0.66% | 109,769 | $2.0M | No change |
| BLSH Bullish | 0.26% | 21,978 | $785K | Reduce -83.7% |
| SUPX Superx AI Technology Ltd. | 0.14% | 53,897 | $431K | No change |
| SMR Nuscale Power Corp. | 0.06% | 17,605 | $191K | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| TSM Taiwan Semiconductor-SP ADR | New | 3.73% | +3.73 |
| CLSK Cleanspark Inc. | New | 2.06% | +2.06 |
| TSLA Tesla Inc. | Add +49.1% | 8.25% | +1.77 |
| BE Bloom Energy Corp. Class A | Add +12.4% | 3.22% | +1.44 |
| C Citigroup Inc. | New | 1.41% | +1.41 |
| BAC Bank of America Corp. | New | 0.84% | +0.84 |
| BMNR Bitmine Immersion Technologi | Add +8.4% | 4.40% | −1.00 |