Boundless Plain Holdings Ltd
Holdings as of 2026-06-30, filed 2026-08-10
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 41 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
11
Value reported by manager
$431.6M
Sum of our stored positions
$431.6M
should match the line above
Disclosure lag
41 d
quarter end to filing
Top 5 concentration
90.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
11 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| SANDISK CORP | COM | $182.6M | 80,319 | — | 80004C200 |
| PDD HOLDINGS INC | SPONSORED ADS | $98.8M | 1,294,753 | — | 722304102 |
| MICRON TECHNOLOGY INC | COM | $61.6M | 53,346 | — | 595112103 |
| BLOOM ENERGY CORP | COM CL A | $30.9M | 101,945 | — | 093712107 |
| DINGDONG CAYMAN LTD | ADS | $15.4M | 7,989,001 | — | 25445D101 |
| WATERDROP INC | ADS | $13M | 11,485,432 | — | 94132V105 |
| CLEANSPARK INC | COM NEW | $10.7M | 734,587 | — | 18452B209 |
| ALPHABET INC | CAP STK CL A | $8.8M | 24,500 | — | 02079K305 |
| ZKH GROUP LTD | SPONSORED ADS | $5.4M | 2,397,979 | — | 98877R104 |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | $4.1M | 510,383 | — | 35969L108 |
| SUPERX AI TECHNOLOGY LTD | USD ORD SHS NEW | $431.2K | 53,897 | — | G5294K110 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-10