Boundless Plain Holdings Ltd Portfolio Stock Holdings

Boundless Plain Holdings Ltd disclosed 22 stock positions valued at approximately $303.7 million in its latest SEC 13F filing. The largest holdings include PDD HOLDINGS INC, TESLA INC, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.

Report Period
March 31, 2026
No. of Stocks
22
Portfolio Value
$303.7M
Holdings by Sector
Boundless Plain Holdings Ltd Portfolio Holdings in Q1 2026

18 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PDD HOLDINGS INCPDDConsumer Cyclical43.57%1,294,753--$132,297,862
TESLA INCTSLAConsumer Cyclical8.25%67,359+22,188+49.12%$25,040,708
NVIDIA CORPORATIONNVDATechnology7.39%128,675--$22,440,920
DINGDONG CAYMAN LTDDDLConsumer Defensive6.76%7,989,001--$20,531,733
WATERDROP INCWDHFinancial Services6.02%11,485,432-59,930-0.52%$18,273,322
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology3.73%33,480+33,480+100.00%$11,314,566
BLOOM ENERGY CORPBEIndustrials3.22%72,128+7,950+12.39%$9,772,623
ZKH GROUP LTDZKHConsumer Cyclical2.34%2,397,979--$7,098,018
ALPHABET INCGOOGLCommunication Services2.32%24,500--$7,045,220
CLEANSPARK INCCLSKFinancial Services2.06%734,587+734,587+100.00%$6,251,335
CITIGROUP INCCFinancial Services1.41%37,944+37,944+100.00%$4,282,967
FULL TRUCK ALLIANCE CO LTDYMMTechnology1.38%510,383--$4,192,796
KANZHUN LIMITEDBZCommunication Services1.24%281,563--$3,770,129
STRATEGY INCMSTRTechnology1.23%30,000--$3,744,000
BANK AMERICA CORPBACFinancial Services0.84%52,636+52,636+100.00%$2,566,005
URANIUM ENERGY CORPUECEnergy0.79%178,500--$2,409,750
ENERGY FUELS INCUUUUEnergy0.66%109,769--$2,003,284
NUSCALE PWR CORPSMRIndustrials0.06%17,605--$190,838