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Boundless Plain Holdings Ltd

· CIK 0002108192
13F Portfolio $314M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PDD PDD HOLDINGS INC Consumer Cyclical 1,294,753.0 $146.8M 46.82% NEW $113.39 -15.7%
2 NVDA NVIDIA CORPORATION Technology 128,675.0 $24.0M 7.65% NEW $186.50 +26.4%
3 WDH WATERDROP INC Financial Services 11,545,362.0 $21.9M 7.00% NEW $1.90 -16.8%
4 TSLA TESLA INC Consumer Cyclical 45,171.0 $20.3M 6.48% NEW $449.72 -1.4%
5 DDL DINGDONG CAYMAN LTD Consumer Defensive 7,989,001.0 $19.9M 6.34% NEW $2.49 +0.0%
6 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 622,873.0 $16.9M 5.39% NEW $27.15 -26.8%
7 ZKH ZKH GROUP LTD Consumer Cyclical 2,397,979.0 $8.8M 2.81% NEW $3.68 -18.5%
8 SBET SHARPLINK GAMING INC Financial Services 911,609.0 $8.1M 2.60% NEW $8.94 -17.2%
9 HOOD ROBINHOOD MKTS INC Financial Services 69,382.0 $7.8M 2.50% NEW $113.10 -28.6%
10 GOOGL ALPHABET INC Communication Services 24,500.0 $7.7M 2.45% NEW $313.00 +28.1%
11 BZ KANZHUN LIMITED Industrials 281,563.0 $5.7M 1.83% NEW $20.38 -31.0%
12 BE BLOOM ENERGY CORP Industrials 64,178.0 $5.6M 1.78% NEW $86.89 +217.6%
13 YMM FULL TRUCK ALLIANCE CO LTD Technology 510,383.0 $5.5M 1.75% NEW $10.73 -16.5%
14 BLSH BULLISH Technology 134,389.0 $5.1M 1.62% NEW $37.87 -5.8%
15 MSTR STRATEGY INC Technology 30,000.0 $4.6M 1.45% NEW $151.95 +23.0%
16 UEC URANIUM ENERGY CORP Energy 178,500.0 $2.1M 0.67% NEW $11.68 +26.8%
17 UUUU ENERGY FUELS INC Energy 109,769.0 $1.6M 0.51% NEW $14.54 +34.1%
18 SUPX SUPERX AI TECHNOLOGY LTD Technology 53,897.0 $845K 0.27% NEW $15.68 -34.1%
19 SMR NUSCALE PWR CORP Utilities 17,605.0 $249K 0.08% NEW $14.17 -14.9%

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 56.1%
Financial Services 17.5%
Technology 12.7%
Consumer Defensive 6.3%
Industrials 3.6%
Communication Services 2.4%
Energy 1.2%
Utilities 0.1%