Boundless Plain Holdings Ltd reported 8 positions worth $243.13M for the quarter ended Jun 30, 2026, down 17.9% on the prior quarter. It opened 1 new position, added to 1, trimmed 0 and exited 13. Its largest holding is PDD Holdings Inc. at 40.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSLA Tesla, Inc. | -67.4K | -100.0% | $25.04M | Exited |
| NVDA Nvidia Corp | -128.7K | -100.0% | $22.44M | Exited |
| BMNR Bitmine Immersion Technologies, Inc. | -675.2K | -100.0% | $13.35M | Exited |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -33.5K | -100.0% | $11.31M | Exited |
| SBET Sharplink, Inc. | -911.6K | -100.0% | $5.88M | Exited |
| C Citigroup Inc | -37.9K | -100.0% | $4.28M | Exited |
| BZ Kanzhun Ltd | -281.6K | -100.0% | $3.77M | Exited |
| MSTR Strategy Inc | -30.0K | -100.0% | $3.74M | Exited |
| BAC Bank Of America Corp | -52.6K | -100.0% | $2.57M | Exited |
| UEC Uranium Energy Corp | -178.5K | -100.0% | $2.41M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +53.3K | $61.57M | 25.32% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TSLA Tesla, Inc. | -67.4K | $25.04M | 8.46% |
| NVDA Nvidia Corp | -128.7K | $22.44M | 7.58% |
| BMNR Bitmine Immersion Technologies, Inc. | -675.2K | $13.35M | 4.51% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -33.5K | $11.31M | 3.82% |
| SBET Sharplink, Inc. | -911.6K | $5.88M | 1.99% |
| C Citigroup Inc | -37.9K | $4.28M | 1.45% |
| BZ Kanzhun Ltd | -281.6K | $3.77M | 1.27% |
| MSTR Strategy Inc | -30.0K | $3.74M | 1.26% |
| BAC Bank Of America Corp | -52.6K | $2.57M | 0.866% |
| UEC Uranium Energy Corp | -178.5K | $2.41M | 0.814% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PDD PDD Holdings Inc. | Technology | 1.29M | $98.76M | 40.62% | 0 | 0.0% | Unchanged | 0.09% |
| 2 | MU Micron Technology Inc | Technology | 53.3K | $61.57M | 25.32% | +53.3K | – | New | 0% |
| 3 | BE Bloom Energy Corp | Industrials | 101.9K | $30.86M | 12.69% | +29.8K | +41.3% | Added | 0.04% |
| 4 | DDL Dingdong (Cayman) Ltd | Consumer Staples | 7.99M | $15.42M | 6.34% | 0 | 0.0% | Unchanged | 1.83% |
| 5 | WDH Waterdrop Inc. | Financial Services | 11.49M | $12.98M | 5.34% | 0 | 0.0% | Unchanged | 3.18% |
| 6 | CLSK Cleanspark, Inc. | Technology | 734.6K | $10.69M | 4.4% | 0 | 0.0% | Unchanged | 0.27% |
| 7 | GOOGL Alphabet Inc. | Technology | 24.5K | $8.76M | 3.6% | 0 | 0.0% | Unchanged | 0% |
| 8 | YMM Full Truck Alliance Co. Ltd. | Technology | 510.4K | $4.10M | 1.69% | 0 | 0.0% | Unchanged | 0.05% |
Tip. Select a row to see that position’s full history at Boundless Plain Holdings.
As of its Q2 2026 13F filing, Boundless Plain Holdings Ltd’s five largest positions were PDD Holdings Inc. (PDD) at 40.6%, Micron Technology Inc (MU) at 25.3%, Bloom Energy Corp (BE) at 12.7%, Dingdong (Cayman) Ltd (DDL) at 6.3%, Waterdrop Inc. (WDH) at 5.3% of the reported portfolio.
Boundless Plain Holdings Ltd reported a 13F portfolio worth $243.13M across 8 positions for Q2 2026. That is down 17.9% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($61.57M), Bloom Energy Corp ($9.03M). It opened 1 new positions.
Its largest sales by value were Tesla, Inc. ($25.04M), Nvidia Corp ($22.44M), Bitmine Immersion Technologies, Inc. ($13.35M). It exited 13 positions entirely.
From the Form 13F-HR reports Boundless Plain Holdings Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.