Q2 2026 13F · SEC CIK 2108192
Boundless Plain Holdings Ltd
Investment managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $431.6M
- Reported positions
- 11
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2 qtrs
Boundless Plain Holdings Ltd is an investment manager that reported 11 positions worth $431.6M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Sandisk Corp (SNDK, 42.3%), Pdd Holdings Inc (PDD, 22.9%), Micron Technology Inc (MU, 14.3%).
Boundless Plain Holdings Ltd holdings all 11 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SNDKSandisk Corp | 42.3% | — | $182.6M |
| PDDPdd Holdings Inc | 22.9% | +0.0% | $98.8M |
| MUMicron Technology Inc | 14.3% | — | $61.6M |
| BEBloom Energy Corp | 7.2% | +41.3% | $30.9M |
| DDLDingdong Cayman Ltd | 3.6% | +0.0% | $15.4M |
| WDHWaterdrop Inc | 3.0% | +0.0% | $13.0M |
| CLSKCleanspark Inc Com New | 2.5% | +0.0% | $10.7M |
| GOOGLAlphabet Inc | 2.0% | +0.0% | $8.8M |
| ZKHZkh Group Ltd | 1.3% | +0.0% | $5.4M |
| YMMFull Truck ADR | 1.0% | +0.0% | $4.1M |
| SUPXSuperx Ai Technology Ltd | 0.1% | +0.0% | $431K |
What Boundless Plain Holdings Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- SNDK Sandisk Corp42.3% of 13F
- MU Micron Technology Inc14.3% of 13F
Added to
- BE Bloom Energy Corp+41.3% shares
Reduced
No position shrank by more than 5%.
Sold out
- TSLA Tesla Incwas 8.2%
- NVDA Nvidia Corporationwas 7.4%
- BMNR Bitmine Immersion Techs Incwas 4.4%
- TSM Taiwan Semiconductor Manufacwas 3.7%
- SBET Sharplink Incwas 1.9%
- C Citigroup Incwas 1.4%
- BZ Kanzhun Limitedwas 1.2%
- MSTR Strategy Incwas 1.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $431.6M | 11 |
| Q1 2026 | $303.7M | 22 |
| Q4 2025 | $313.6M | 19 |
Questions about Boundless Plain Holdings Ltd's portfolio
What stocks does Boundless Plain Holdings Ltd own?
Boundless Plain Holdings Ltd's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 11 positions worth $431.6M. The largest are Sandisk Corp (SNDK) at 42.3%, Pdd Holdings Inc (PDD) at 22.9%, Micron Technology Inc (MU) at 14.3%, Bloom Energy Corp (BE) at 7.2% and Dingdong Cayman Ltd (DDL) at 3.6%.
What did Boundless Plain Holdings Ltd buy last quarter?
In Q2 2026, Boundless Plain Holdings Ltd added a new position in Sandisk Corp (SNDK), a new position in Micron Technology Inc (MU) and Bloom Energy Corp (BE) (+41.3% shares), compared with its Q1 2026 filing.
What did Boundless Plain Holdings Ltd sell last quarter?
In Q2 2026, Boundless Plain Holdings Ltd sold all of Tesla Inc (TSLA), sold all of Nvidia Corporation (NVDA), sold all of Bitmine Immersion Techs Inc (BMNR), sold all of Taiwan Semiconductor Manufac (TSM) and sold all of Sharplink Inc (SBET), compared with its Q1 2026 filing.
When is Boundless Plain Holdings Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Boundless Plain Holdings Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.