Boundless Plain Holdings Ltd
13F Reported Value
ⓘ$303.7M
Holdings
22
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Boundless Plain Holdings Ltd disclosed 22 positions worth $303.7M in its Form 13F-HR for Q1 2026, led by $PDD (PDD Holdings Inc.) at 43.6% of the equity portfolio, followed by $TSLA and $NVDA. During the quarter the fund opened 4 new positions and exited 1 — including a new stake in $TSM and a full exit from $HOOD. The portfolio is most concentrated in Industrials (51.9% of disclosed assets). All figures are sourced directly from Boundless Plain Holdings Ltd’s Form 13F-HR filing with the SEC under CIK 2108192.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$132.3M1,294,753 sh - 50.1#1,478
Quality
$25.0M67,359 sh - 90.2#1
Quality
$22.4M128,675 sh - —
Quality
$20.5M7,989,001 sh - —
Quality
$18.3M11,485,432 sh BITMINE IMMERSION TECNOLOGIE
—Quality
$13.4M675,176 sh- $11.3M33,480 sh
- 54.4
Quality
$9.8M72,128 sh - —
Quality
$7.1M2,397,979 sh - 80.2
Quality
$7.0M24,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 PDD Holdings Inc.$PDD | — | $132.3M | 1,294,753 |
 Tesla, Inc.$TSLA | 50.1#1,478 | $25.0M | 67,359 |
 NVIDIA CORP$NVDA | 90.2#1 | $22.4M | 128,675 |
 Dingdong (Cayman) Ltd$DDL | — | $20.5M | 7,989,001 |
 Waterdrop Inc.$WDH | — | $18.3M | 11,485,432 |
| BITMINE IMMERSION TECNOLOGIE | — | $13.4M | 675,176 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $11.3M | 33,480 |
 Bloom Energy Corp$BE | 54.4 | $9.8M | 72,128 |
 ZKH Group Ltd$ZKH | — | $7.1M | 2,397,979 |
 Alphabet Inc.$GOOG | 80.2 | $7.0M | 24,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Boundless Plain Holdings Ltd's 22 positions.
Showing top 10 of 22 holdings.
Sector Allocation
Industrials
$157.5M
Technology
$59.0M
Financials
$41.8M
Consumer Discretionary
$27.6M
Other
$13.4M
Materials
$4.4M
Full Holdings — Boundless Plain Holdings Ltd (Q1 2026)
All 22 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PDD | PDD Holdings Inc. | $132.3M | 43.6% | +0% | — |
| 2 | $TSLA | Tesla, Inc. | $25.0M | 8.3% | +49% | 50.1 |
| 3 | $NVDA | NVIDIA CORP | $22.4M | 7.4% | +0% | 90.2 |
| 4 | $DDL | Dingdong (Cayman) Ltd | $20.5M | 6.8% | +0% | — |
| 5 | $WDH | Waterdrop Inc. | $18.3M | 6.0% | -1% | — |
| 6 | — | BITMINE IMMERSION TECNOLOGIE | $13.4M | 4.4% | +8% | — |
| 7 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $11.3M | 3.7% | NEW | — |
| 8 | $BE | Bloom Energy Corp | $9.8M | 3.2% | +12% | 54.4 |
| 9 | $ZKH | ZKH Group Ltd | $7.1M | 2.3% | +0% | — |
| 10 | $GOOG | Alphabet Inc. | $7.0M | 2.3% | +0% | 80.2 |
| 11 |  $CLSK | CLEANSPARK, INC. | $6.3M | 2.1% | NEW | 40.6 |
| 12 |  $SBET | Sharplink, Inc. | $5.9M | 1.9% | +0% | 38.1 |
| 13 |  $C | CITIGROUP INC | $4.3M | 1.4% | NEW | 54.8 |
| 14 |  $YMM | Full Truck Alliance Co. Ltd. | $4.2M | 1.4% | +0% | — |
| 15 |  $BZ | Kanzhun Ltd | $3.8M | 1.2% | +0% | — |
| 16 |  $MSTR | Strategy Inc | $3.7M | 1.2% | +0% | 25.4 |
| 17 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.6M | 0.8% | NEW | 68.4 |
| 18 |  $UEC | URANIUM ENERGY CORP | $2.4M | 0.8% | +0% | 17.8 |
| 19 |  $UUUU | ENERGY FUELS INC | $2.0M | 0.7% | +0% | 27 |
| 20 |  $BLSH | Bullish | $785,274 | 0.3% | -84% | — |
| 21 |  $SUPX | SuperX AI Technology Ltd | $431,176 | 0.1% | +0% | — |
| 22 |  $SMR | NUSCALE POWER Corp | $190,838 | 0.1% | +0% | 26.6 |
New Positions (4)
Exited Positions (1)
$HOOD Robinhood Markets, Inc.Browse Top Institutional Investors
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