# Boundless Plain Holdings Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2108192. Source: https://holderbook.com/funds/2108192-boundless-plain-holdings-ltd/

- Reported value: $431.6M
- Positions: 11
- Weight of the ten largest: 99.9%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $182.6M | 80,319 | 42.3% | 1 |
| PDD HOLDINGS INC | [PDD](https://holderbook.com/stocks/PDD/) | $98.8M | 1,294,753 | 22.9% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $61.6M | 53,346 | 14.3% | 1 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $30.9M | 101,945 | 7.1% | 3 |
| DINGDONG CAYMAN LTD | [DDL](https://holderbook.com/stocks/DDL/) | $15.4M | 7,989,001 | 3.6% | 3 |
| WATERDROP INC | [WDH](https://holderbook.com/stocks/WDH/) | $13.0M | 11,485,432 | 3.0% | 3 |
| CLEANSPARK INC | [CLSK](https://holderbook.com/stocks/CLSK/) | $10.7M | 734,587 | 2.5% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $8.8M | 24,500 | 2.0% | 3 |
| ZKH GROUP LTD | [ZKH](https://holderbook.com/stocks/ZKH/) | $5.4M | 2,397,979 | 1.3% | 3 |
| FULL TRUCK ALLIANCE CO LTD | [YMM](https://holderbook.com/stocks/YMM/) | $4.1M | 510,383 | 1.0% | 3 |
| SUPERX AI TECHNOLOGY LTD | [SUPX](https://holderbook.com/stocks/SUPX/) | $431.2K | 53,897 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | -7.7% | +14.8% | -22.6% | 100% |
| Q1 2026 | -11.3% | -4.6% | -6.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $431.6M | 11 |
| Q1 2026 | $303.7M | 22 |
| Q4 2025 | $313.6M | 19 |