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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 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 33,480.0 $11.3M 3.73% NEW $337.95 +26.0%
2 CLSK CLEANSPARK INC Technology 734,587.0 $6.3M 2.06% NEW $8.51 +102.8%
3 C CITIGROUP INC Financial Services 37,944.0 $4.3M 1.41% NEW $112.88 +26.7%
4 BAC BANK AMERICA CORP Financial Services 52,636.0 $2.6M 0.84% NEW $48.75 +16.6%

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%