Boundless Plain Holdings Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Boundless Plain Holdings Ltd disclosed 11 stock positions valued at approximately $431.61M as of quarter-end June 30, 2026. The largest holdings include SANDISK CORP, PDD HOLDINGS INC, and MICRON TECHNOLOGY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $431.61M
Holdings by Sector
Boundless Plain Holdings Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SANDISK CORP | SNDK | Other | 42.31% | 80,319 | +80,319 | +100.00% | $182,623,720 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 22.88% | 1,294,753 | - | - | $98,763,759 |
| MICRON TECHNOLOGY INC | MU | Technology | 14.26% | 53,346 | +53,346 | +100.00% | $61,567,152 |
| BLOOM ENERGY CORP | BE | Industrials | 7.15% | 101,945 | +29,817 | +41.34% | $30,858,752 |
| DINGDONG CAYMAN LTD | DDL | Consumer Defensive | 3.57% | 7,989,001 | - | - | $15,418,772 |
| WATERDROP INC | WDH | Financial Services | 3.01% | 11,485,432 | - | - | $12,978,538 |
| CLEANSPARK INC | CLSK | Financial Services | 2.48% | 734,587 | - | - | $10,688,241 |
| ALPHABET INC | GOOGL | Communication Services | 2.03% | 24,500 | - | - | $8,755,565 |
| ZKH GROUP LTD | ZKH | Consumer Cyclical | 1.26% | 2,397,979 | - | - | $5,419,433 |
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 0.95% | 510,383 | - | - | $4,103,990 |
| SUPERX AI TECHNOLOGY LTD | SUPX | Other | 0.10% | 53,897 | - | - | $431,176 |
Showing 11 of 11 holdings in the latest reporting period.