Holders — by stockHoldings — by fund
Boundless Plain Holdings Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002108192
$431.6M
disclosed book value
11
positions
42.3%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SNDKSANDISK CORP | 80,319 | $182.6M | 42.3% |
| 2 | PDDPDD HOLDINGS INC | 1.3M | $98.8M | 22.9% |
| 3 | MUMICRON TECHNOLOGY INC | 53,346 | $61.6M | 14.3% |
| 4 | BEBLOOM ENERGY CORP | 101,945 | $30.9M | 7.1% |
| 5 | DDLDINGDONG CAYMAN LTD | 8.0M | $15.4M | 3.6% |
| 6 | WDHWATERDROP INC | 11.5M | $13.0M | 3% |
| 7 | CLSKCLEANSPARK INC | 734,587 | $10.7M | 2.5% |
| 8 | GOOGLALPHABET INC | 24,500 | $8.8M | 2% |
| 9 | ZKHZKH GROUP LTD | 2.4M | $5.4M | 1.3% |
| 10 | YMMFULL TRUCK ALLIANCE CO LTD | 510,383 | $4.1M | 1% |
| 11 | SUPERX AI TECHNOLOGY LTD | 53,897 | $431,176 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.