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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
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SUPX SUPERX AI TECHNOLOGY LTD Technology 53,897.0 $431K 0.14% $8.00 +6.6%
22 SMR NUSCALE PWR CORP Utilities 17,605.0 $191K 0.06% $10.84 -4.3%
Page 2 of 2  ·  22 positions

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%