StockDriftsStockDriftsTop 11 Boundless Plain Holdings Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 42.31% | 80.3K | $182.6M | new | $1423.11(-10.90%) | 2026-06-30 | |
| PDD | PDD HOLDINGS INC | 22.88% | 1.29M | $98.8M | +0.00%(+0) | $122.78(-26.27%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 14.26% | 53.3K | $61.6M | new | $738.05(+16.80%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP | 7.15% | 101.9K | $30.9M | +41.34%(+29.82K) | $124.39(+72.67%) | 2026-06-30 | |
| DDL | DINGDONG CAYMAN LTD | 3.57% | 7.99M | $15.4M | +0.00%(+0) | $2.28(+2.41%) | 2026-06-30 | |
| WDH | WATERDROP INC | 3.01% | 11.49M | $13.0M | +0.00%(+0) | $1.89(-47.23%) | 2026-06-30 | |
| CLSK | CLEANSPARK INC | 2.48% | 734.6K | $10.7M | +0.00%(+0) | $9.32(+25.54%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.03% | 24.5K | $8.8M | +0.00%(+0) | $278.05(+26.40%) | 2026-06-30 | |
| ZKH | ZKH GROUP LTD | 1.26% | 2.40M | $5.4M | +0.00%(+0) | $3.26(-17.85%) | 2026-06-30 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 0.95% | 510.4K | $4.1M | +0.00%(+0) | $11.85(-20.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -18.12% |
| Top 20 Holdings Unweighted | — | — | — | — | -9.36% |
Boundless Plain Holdings Ltd reports $431.61M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are SNDK (42.3%), PDD (22.9%) and MU (14.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -18.12% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boundless Plain Holdings Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2108192). View Boundless Plain Holdings Ltd’s 13F filings on SEC