Boundless Plain Holdings Ltd
HONG KONG, K3 · CIK 2108192 · 13F filing filed 2026-08-10
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
$431.6m
reported value
+42.1% vs Q1 2026
11positions
99.9%in top 10
2 new
1 added
0 reduced
13 sold out
vs Q1 2026
This report includes the holdings of 1 other manager that shares the investment decisions:
- Parallel Universes Asset Management Ltd – reports through this filing
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| SANDISK CORP SNDK | $182.6m42.31% | New |
| PDD HOLDINGS INC PDD | $98.8m22.88% | Unchanged |
| MICRON TECHNOLOGY INC MU | $61.6m14.26% | New |
| BLOOM ENERGY CORP BE | $30.9m7.15% | Added +29.8k |
| DINGDONG CAYMAN LTD DDL | $15.4m3.57% | Unchanged |
| WATERDROP INC WDH | $13.0m3.01% | Unchanged |
| CLEANSPARK INC CLSK | $10.7m2.48% | Unchanged |
| ALPHABET INC GOOGL | $8.8m2.03% | Unchanged |
| ZKH GROUP LTD ZKH | $5.4m1.26% | Unchanged |
| FULL TRUCK ALLIANCE CO LTD YMM | $4.1m0.95% | Unchanged |
| SUPERX AI TECHNOLOGY LTD SUPX | $431.2k0.10% | Unchanged |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| TESLA INC TSLA | $25.0m67.4k shares |
| NVIDIA CORPORATION NVDA | $22.4m128.7k shares |
| BITMINE IMMERSION TECNOLOGIE BMNR | $13.4m675.2k shares |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $11.3m33.5k shares |
| SHARPLINK INC SBET | $5.9m911.6k shares |
| CITIGROUP INC C | $4.3m37.9k shares |
| KANZHUN LIMITED BZ | $3.8m281.6k shares |
| MICROSTRATEGY INC MSTR | $3.7m30.0k shares |
| BANK AMERICA CORP BAC | $2.6m52.6k shares |
| URANIUM ENERGY CORP UEC | $2.4m178.5k shares |
| ENERGY FUELS INC UUUU | $2.0m109.8k shares |
| BULLISH BLSH | $785.3k22.0k shares |
| NUSCALE PWR CORP SMR | $190.8k17.6k shares |