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Portfolio (Quarterly) Guide ↗

Boundless Plain Holdings Ltd

· CIK 0002108192
13F Portfolio $304M AUM 22 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 3 Added 2 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA TESLA INC Consumer Cyclical 67,359.0 $25.0M 8.25% +22K +49.1% $371.75 +8.9%
2 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 675,176.0 $13.4M 4.40% +52K +8.4% $19.78 -18.0%
3 BE BLOOM ENERGY CORP Industrials 72,128.0 $9.8M 3.22% +8K +12.4% $135.49 +107.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 54.1%
Technology 16.2%
Financial Services 14.6%
Consumer Defensive 6.8%
Industrials 4.5%
Communication Services 2.3%
Energy 1.5%
Utilities 0.1%