Investor
Boundless Plain Holdings Ltd
CIK 0002108192 · filed 2026-05-12 · SEC filing
13F book
$303.7M
Positions
22
4 new · 1 sold
Largest name
43.6%
PDD Holdings Inc. · PDD
Est. mark
−$32.4M
Price effect on 18 names still held. Flow $22.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| PDD Holdings Inc. | PDD | 1.29M | $132.3M | 43.6% | −$14.5M | Held |
| Tesla, Inc. | TSLA | 67.4K | $25M | 8.2% | −$3.52M | Added$4.73M |
| Nvidia Corp | NVDA | 128.7K | $22.4M | 7.4% | −$1.56M | Held |
| Dingdong (Cayman) Ltd | DDL | 7.99M | $20.5M | 6.8% | $639.1K | Held |
| Waterdrop Inc. | WDH | 11.5M | $18.3M | 6.0% | −$3.55M | Cut−$3.66M |
| Bitmine Immersion Tecnologie | — | 675.2K | $13.4M | 4.4% | −$4.59M | Added−$3.56M |
| Taiwan Semiconductor Mfg Ltd | — | 33.5K | $11.3M | 3.7% | — | New |
| Bloom Energy Corp | BE | 72.1K | $9.77M | 3.2% | $3.12M | Added$4.2M |
| Zkh Group Ltd | ZKH | 2.4M | $7.1M | 2.3% | −$1.73M | Held |
| Alphabet Inc | — | 24.5K | $7.05M | 2.3% | −$623.3K | Held |
| Cleanspark Inc | — | 734.6K | $6.25M | 2.1% | — | New |
| Sharplink Gaming Inc | SBET | 911.6K | $5.88M | 1.9% | −$2.27M | Held |
| Citigroup Inc | — | 37.9K | $4.28M | 1.4% | — | New |
| Full Truck Alliance Co. Ltd. | YMM | 510.4K | $4.19M | 1.4% | −$1.28M | Held |
| Kanzhun Limited | — | 281.6K | $3.77M | 1.2% | −$1.97M | Held |
| Strategy Inc | — | 30K | $3.74M | 1.2% | −$814.5K | Held |
| Bank America Corp | — | 52.6K | $2.57M | 0.8% | — | New |
| Uranium Energy Corp | UEC | 178.5K | $2.41M | 0.8% | $324.9K | Held |
| Energy Fuels Inc | UUUU | 109.8K | $2M | 0.7% | $407.2K | Held |
| Bullish | BLSH | 22K | $785.3K | 0.3% | −$47K | Cut−$4.3M |
| Superx Ai Technology Ltd | SUPX | 53.9K | $431.2K | 0.1% | −$413.9K | Held |
| Nuscale Pwr Corp | — | 17.6K | $190.8K | 0.1% | −$58.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.