§ 13F · FUND PROFILE
Boundless Plain Holdings Ltd.
AUM · $432M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$244M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 80K | $183M | 42.3% | NEW |
| 2 | PDD | PDD HOLDINGS INC | 1.29M | $99M | 22.9% | ±0% |
| 3 | MU | MICRON TECHNOLOGY INC | 53K | $62M | 14.3% | NEW |
| 4 | BE | BLOOM ENERGY CORP | 102K | $31M | 7.1% | +41% |
| 5 | DDL | DINGDONG CAYMAN LTD | 7.99M | $15M | 3.6% | ±0% |
| 6 | WDH | WATERDROP INC | 11.49M | $13M | 3.0% | ±0% |
| 7 | CLSK | CLEANSPARK INC | 735K | $11M | 2.5% | ±0% |
| 8 | GOOGL | ALPHABET INC | 25K | $9M | 2.0% | ±0% |
| 9 | ZKH | ZKH GROUP LTD | 2.40M | $5M | 1.3% | ±0% |
| 10 | YMM | FULL TRUCK ALLIANCE CO LTD | 510K | $4M | 1.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOUNDLESS SIGNAL
AC read
Boundless Plain Holdings Ltd is a Other fund managing $432 million in assets. The fund runs a focused portfolio of just 11 positions.
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