Filed: 2/9/2026ACC: 0001104659-26-011714
📋 What this filing means
BOUNDLESS PLAIN HOLDINGS LTD filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $313.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$313.57M
Total AUM (reported)
26.41M
Total Shares
Allocation by class
SPONSORED ADS$166.85M53.2%
COM$46.40M14.8%
ADS$41.83M13.3%
COM NEW$26.66M8.5%
COM CL A$13.42M4.3%
CAP STK CL A$7.67M2.4%
ORD SHS$5.09M1.6%
Portfolio Concentration
Top 3$192.75M61.5%
4–10$89.61M28.6%
11–25$31.21M10.0%
Top 3 weight
61.5%
Top 10 weight
90.0%
Voting Authority Distribution
Total shares with voting rights: 26.41M
Sole
Full voting authority
26.41M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other19
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
PDD HOLDINGS INC
DFNDShares1.29M
TypeSH
Market value$146.81M
46.82%
Sole
1.29M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares128.68K
TypeSH
Market value$24.00M
7.65%
Sole
128.68K
Shared
0.00
None
0.00
WATERDROP INC
DFNDShares11.55M
TypeSH
Market value$21.94M
7.00%
Sole
11.55M
Shared
0.00
None
0.00
TESLA INC
DFNDShares45.17K
TypeSH
Market value$20.31M
6.48%
Sole
45.17K
Shared
0.00
None
0.00
DINGDONG CAYMAN LTD
DFNDShares7.99M
TypeSH
Market value$19.89M
6.34%
Sole
7.99M
Shared
0.00
None
0.00
BITMINE IMMERSION TECNOLOGIE
DFNDShares622.87K
TypeSH
Market value$16.91M
5.39%
Sole
622.87K
Shared
0.00
None
0.00
ZKH GROUP LTD
DFNDShares2.40M
TypeSH
Market value$8.82M
2.81%
Sole
2.40M
Shared
0.00
None
0.00
SHARPLINK GAMING INC
DFNDShares911.61K
TypeSH
Market value$8.15M
2.60%
Sole
911.61K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
DFNDShares69.38K
TypeSH
Market value$7.85M
2.50%
Sole
69.38K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares24.50K
TypeSH
Market value$7.67M
2.45%
Sole
24.50K
Shared
0.00
None
0.00
KANZHUN LIMITED
DFNDShares281.56K
TypeSH
Market value$5.74M
1.83%
Sole
281.56K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
DFNDShares64.18K
TypeSH
Market value$5.58M
1.78%
Sole
64.18K
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
DFNDShares510.38K
TypeSH
Market value$5.48M
1.75%
Sole
510.38K
Shared
0.00
None
0.00
BULLISH
DFNDShares134.39K
TypeSH
Market value$5.09M
1.62%
Sole
134.39K
Shared
0.00
None
0.00
STRATEGY INC
DFNDShares30K
TypeSH
Market value$4.56M
1.45%
Sole
30K
Shared
0.00
None
0.00
URANIUM ENERGY CORP
DFNDShares178.50K
TypeSH
Market value$2.08M
0.66%
Sole
178.50K
Shared
0.00
None
0.00
ENERGY FUELS INC
DFNDShares109.77K
TypeSH
Market value$1.60M
0.51%
Sole
109.77K
Shared
0.00
None
0.00
SUPERX AI TECHNOLOGY LTD
DFNDShares53.90K
TypeSH
Market value$845.1K
0.27%
Sole
53.90K
Shared
0.00
None
0.00
NUSCALE PWR CORP
DFNDShares17.61K
TypeSH
Market value$249.5K
0.08%
Sole
17.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PDD HOLDINGS INCDFND | SPONSORED ADS | 1.29M | SH | $146.81M 46.82% | 1.29M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 128.68K | SH | $24.00M 7.65% | 128.68K | 0.00 | 0.00 |
WATERDROP INCDFND | ADS | 11.55M | SH | $21.94M 7.00% | 11.55M | 0.00 | 0.00 |
TESLA INCDFND | COM | 45.17K | SH | $20.31M 6.48% | 45.17K | 0.00 | 0.00 |
DINGDONG CAYMAN LTDDFND | ADS | 7.99M | SH | $19.89M 6.34% | 7.99M | 0.00 | 0.00 |
BITMINE IMMERSION TECNOLOGIEDFND | COM NEW | 622.87K | SH | $16.91M 5.39% | 622.87K | 0.00 | 0.00 |
ZKH GROUP LTDDFND | SPONSORED ADS | 2.40M | SH | $8.82M 2.81% | 2.40M | 0.00 | 0.00 |
SHARPLINK GAMING INCDFND | COM NEW | 911.61K | SH | $8.15M 2.60% | 911.61K | 0.00 | 0.00 |
ROBINHOOD MKTS INCDFND | COM CL A | 69.38K | SH | $7.85M 2.50% | 69.38K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 24.50K | SH | $7.67M 2.45% | 24.50K | 0.00 | 0.00 |
KANZHUN LIMITEDDFND | SPONSORED ADS | 281.56K | SH | $5.74M 1.83% | 281.56K | 0.00 | 0.00 |
BLOOM ENERGY CORPDFND | COM CL A | 64.18K | SH | $5.58M 1.78% | 64.18K | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDDFND | SPONSORED ADS | 510.38K | SH | $5.48M 1.75% | 510.38K | 0.00 | 0.00 |
BULLISHDFND | ORD SHS | 134.39K | SH | $5.09M 1.62% | 134.39K | 0.00 | 0.00 |
STRATEGY INCDFND | CL A NEW | 30K | SH | $4.56M 1.45% | 30K | 0.00 | 0.00 |
URANIUM ENERGY CORPDFND | COM | 178.50K | SH | $2.08M 0.66% | 178.50K | 0.00 | 0.00 |
ENERGY FUELS INCDFND | COM NEW | 109.77K | SH | $1.60M 0.51% | 109.77K | 0.00 | 0.00 |
SUPERX AI TECHNOLOGY LTDDFND | USD ORD SHS NEW | 53.90K | SH | $845.1K 0.27% | 53.90K | 0.00 | 0.00 |
NUSCALE PWR CORPDFND | CL A COM | 17.61K | SH | $249.5K 0.08% | 17.61K | 0.00 | 0.00 |