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Boundless Plain Holdings Ltd Top Holdings and 13F Report (2026)

About Boundless Plain Holdings Ltd

Investment Activity

  • Boundless Plain Holdings Ltd has $431.61 million in total holdings as of June 30, 2026.
  • Boundless Plain Holdings Ltd owns shares of 11 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 58.67% of the portfolio was purchased this quarter.
  • About 22.66% of the portfolio was sold this quarter.
  • This quarter, Boundless Plain Holdings Ltd has purchased 22 new stocks and bought additional shares in 1 stock.
  • Boundless Plain Holdings Ltd sold shares of 0 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

SANDISK CORP
$182,623,720
PDD
$98,763,759
Micron Technology
$61,567,152
Bloom Energy
$30,858,752
Dingdong (Cayman)
$15,418,772

Largest New Holdings this Quarter

80004C200 - SANDISK CORP
$182,623,720 Holding
595112103 - Micron Technology
$61,567,152 Holding

Largest Purchases this Quarter

SANDISK CORP
80,319 shares (about $182.62M)
Micron Technology
53,346 shares (about $61.57M)
Bloom Energy
29,817 shares (about $9.03M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoundless Plain Holdings Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SANDISK CORP
$182,623,720$182,623,720 â–²New Holding80,31942.3%COM
PDD Holdings Inc. Sponsored ADR stock logo
PDD
PDD
$98,763,7590.0%1,294,75322.9%Consumer Discretionary
Micron Technology, Inc. stock logo
MU
Micron Technology
$61,567,152$61,567,152 â–²New Holding53,34614.3%Technology
Bloom Energy Corporation stock logo
BE
Bloom Energy
$30,858,752$9,025,606 â–²41.3%101,9457.1%Industrials
Dingdong (Cayman) Limited Sponsored ADR stock logo
DDL
Dingdong (Cayman)
$15,418,7720.0%7,989,0013.6%Consumer Staples
Waterdrop Inc. Unsponsored ADR stock logo
WDH
Waterdrop
$12,978,5380.0%11,485,4323.0%Finance
Cleanspark, Inc. stock logo
CLSK
Cleanspark
$10,688,2410.0%734,5872.5%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,755,5650.0%24,5002.0%Communication Services
ZKH GROUP LTD
$5,419,4330.0%2,397,9791.3%SPONSORED ADS
Full Truck Alliance Co. Ltd. Sponsored ADR stock logo
YMM
Full Truck Alliance
$4,103,9900.0%510,3831.0%Industrials
SUPERX AI TECHNOLOGY LTD
$431,1760.0%53,8970.1%USD ORD SHS NEW
Tesla, Inc. stock logo
TSLA
Tesla
$0$25,040,708 â–¼-100.0%00.0%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$22,440,920 â–¼-100.0%00.0%Technology
BITMINE IMMERSION TECNOLOGIE
$0$13,354,981 â–¼-100.0%00.0%COM NEW
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$11,314,566 â–¼-100.0%00.0%Technology
SHARPLINK GAMING INC
$0$5,879,878 â–¼-100.0%00.0%COM NEW
Citigroup Inc. stock logo
C
Citigroup
$0$4,282,967 â–¼-100.0%00.0%Finance
KANZHUN LIMITED Sponsored ADR stock logo
BZ
KANZHUN
$0$3,770,129 â–¼-100.0%00.0%Industrials
Strategy Inc stock logo
MSTR
Strategy
$0$3,744,000 â–¼-100.0%00.0%Technology
Bank of America Corporation stock logo
BAC
Bank of America
$0$2,566,005 â–¼-100.0%00.0%Finance
Uranium Energy Corp. stock logo
UEC
Uranium Energy
$0$2,409,750 â–¼-100.0%00.0%Energy
Energy Fuels Inc stock logo
UUUU
Energy Fuels
$0$2,003,284 â–¼-100.0%00.0%Energy
BULLISH
$0$785,274 â–¼-100.0%00.0%ORD SHS
NuScale Power Corporation stock logo
SMR
NuScale Power
$0$190,838 â–¼-100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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