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Boundless Plain Holdings

HONG KONG, K3files as Boundless Plain Holdings Ltd

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$432m in 11 US stocks at the end of 30 June 2026. The top 10 are 99.9% of the money. It changed about 60.9% of the portfolio this quarter.

Value
$432m
Stocks
11
Top 10 share
99.9%
Turnover
60.9%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

Cut

Sold some of their stake.

None this quarter.

Sold out

Sold their entire stake.

Holdings

  • SandiskSNDK
    Share
    42.3%
    Value
    $183m
    Shares
    80,319

    New

  • PDD HoldingsPDD
    Share
    22.9%
    Value
    $99m
    Shares
    1,294,753

    Held

  • Micron TechnologyMU
    Share
    14.3%
    Value
    $62m
    Shares
    53,346

    New

  • Bloom EnergyBE
    Share
    7.1%
    Value
    $31m
    Shares
    101,945

    +41%

  • Dingdong CaymanDDL
    Share
    3.6%
    Value
    $15m
    Shares
    7,989,001

    Held

  • WaterdropWDH
    Share
    3.0%
    Value
    $13m
    Shares
    11,485,432

    Held

  • CleansparkCLSK
    Share
    2.5%
    Value
    $11m
    Shares
    734,587

    Held

  • AlphabetGOOGL
    Share
    2.0%
    Value
    $9m
    Shares
    24,500

    Held

  • ZKH GroupZKH
    Share
    1.3%
    Value
    $5m
    Shares
    2,397,979

    Held

  • Full Truck AllianceYMM
    Share
    1.0%
    Value
    $4m
    Shares
    510,383

    Held

  • SuperX AI TechnologySUPX
    Share
    <0.1%
    Value
    $431,176
    Shares
    53,897

    Held

Over time and by industry

Value over time

Dec '25
 
Jun '26

Value is up 37.6% since 31 December 2025.

Where the money is

Technology56.6%
Industrials7.2%
Financial services2.5%
Media & telecom2.0%
Other31.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.