# Boundless Plain Holdings Ltd: Form 13F holdings

An institutional investment manager in HONG KONG. SEC CIK 2108192.

- Quarter ended: 2026-06-30
- Filed: 2026-08-10
- Reported value: $431.6m
- Positions: 11 (11 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2108192/000110465926092986/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $182.6m | 42.3% | 80,319 |  | New +80,319 |
| [PDD HOLDINGS INC (PDD)](/companies/pdd.md) | SPONSORED ADS | $98.8m | 22.9% | 1,294,753 |  | Unchanged |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $61.6m | 14.3% | 53,346 |  | New +53,346 |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $30.9m | 7.1% | 101,945 |  | Added +29,817 |
| [DINGDONG CAYMAN LTD (DDL)](/companies/ddl.md) | ADS | $15.4m | 3.6% | 7,989,001 |  | Unchanged |
| [WATERDROP INC (WDH)](/companies/wdh.md) | ADS | $13.0m | 3.0% | 11,485,432 |  | Unchanged |
| [CLEANSPARK INC (CLSK)](/companies/clsk.md) | COM NEW | $10.7m | 2.5% | 734,587 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $8.8m | 2.0% | 24,500 |  | Unchanged |
| [ZKH GROUP LTD (ZKH)](/companies/zkh.md) | SPONSORED ADS | $5.4m | 1.3% | 2,397,979 |  | Unchanged |
| [FULL TRUCK ALLIANCE CO LTD (YMM)](/companies/ymm.md) | SPONSORED ADS | $4.1m | 1.0% | 510,383 |  | Unchanged |
| SUPERX AI TECHNOLOGY LTD | USD ORD SHS NEW | $431.2k | <0.1% | 53,897 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BANK AMERICA CORP (BAC)](/companies/bac.md) | COM | $0 | 0.0% | 0 |  | Sold out −52,636 |
| [BITMINE IMMERSION TECNOLOGIE (BMNR)](/companies/bmnr.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −675,176 |
| BULLISH | ORD SHS | $0 | 0.0% | 0 |  | Sold out −21,978 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −37,944 |
| [ENERGY FUELS INC (UUUU)](/companies/uuuu.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −109,769 |
| [KANZHUN LIMITED (BZ)](/companies/bz.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −281,563 |
| [NUSCALE PWR CORP (SMR)](/companies/smr.md) | CL A COM | $0 | 0.0% | 0 |  | Sold out −17,605 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $0 | 0.0% | 0 |  | Sold out −128,675 |
| [SHARPLINK GAMING INC (SBET)](/companies/sbet.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −911,609 |
| [STRATEGY INC (MSTR)](/companies/mstr.md) | CL A NEW | $0 | 0.0% | 0 |  | Sold out −30,000 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −33,480 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $0 | 0.0% | 0 |  | Sold out −67,359 |
| [URANIUM ENERGY CORP (UEC)](/companies/uec.md) | COM | $0 | 0.0% | 0 |  | Sold out −178,500 |

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-092986. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.