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Boundless Plain Holdings Ltd
hedge fundUpdated 31 days agoManaged by Boundless Plain Holdings Ltd • Latest filing Q2 2026
Portfolio value
$431.6M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $313.6M |
| Q1 2026 | $303.7M |
| Q2 2026 | $431.6M |
Top holdings
11 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SNDK SANDISK CORP | $182.6M | 80.3K | 42.31% | — |
| 2 | P PDD PDD HOLDINGS INC | $98.8M | 1.29M | 22.88% | — |
| 3 | M MU MICRON TECHNOLOGY INC | $61.6M | 53.3K | 14.26% | — |
| 4 | B BE BLOOM ENERGY CORP | $30.9M | 101.9K | 7.15% | — |
| 5 | D DDL DINGDONG CAYMAN LTD | $15.4M | 7.99M | 3.57% | — |
| 6 | W WDH WATERDROP INC | $13M | 11.49M | 3.01% | — |
| 7 | C CEG CLEANSPARK INC | $10.7M | 734.6K | 2.48% | — |
| 8 | G GOOGN ALPHABET INC | $8.8M | 24.5K | 2.03% | — |
| 9 | Z ZKH ZKH GROUP LTD | $5.4M | 2.40M | 1.26% | — |
| 10 | Y YMM FULL TRUCK ALLIANCE CO LTD | $4.1M | 510.4K | 0.95% | — |
| 11 | S SUPX SUPERX AI TECHNOLOGY LTD | $431K | 53.9K | 0.10% | — |