Filed: 5/12/2026ACC: 0001104659-26-058959
📋 What this filing means
BOUNDLESS PLAIN HOLDINGS LTD filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $303.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$303.68M
Total AUM (reported)
27.11M
Total Shares
Allocation by class
SPONSORED ADS$158.67M52.3%
COM$52.46M17.3%
ADS$38.81M12.8%
COM NEW$31.77M10.5%
COM CL A$9.77M3.2%
CAP STK CL A$7.05M2.3%
CL A NEW$3.74M1.2%
Portfolio Concentration
Top 3$179.78M59.2%
4–10$87.39M28.8%
11–25$36.51M12.0%
Top 3 weight
59.2%
Top 10 weight
88.0%
Voting Authority Distribution
Total shares with voting rights: 27.11M
Sole
Full voting authority
27.11M
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
Other22
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
PDD HOLDINGS INC
DFNDShares1.29M
TypeSH
Market value$132.30M
43.57%
Sole
1.29M
Shared
0.00
None
0.00
TESLA INC
DFNDShares67.36K
TypeSH
Market value$25.04M
8.25%
Sole
67.36K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares128.68K
TypeSH
Market value$22.44M
7.39%
Sole
128.68K
Shared
0.00
None
0.00
DINGDONG CAYMAN LTD
DFNDShares7.99M
TypeSH
Market value$20.53M
6.76%
Sole
7.99M
Shared
0.00
None
0.00
WATERDROP INC
DFNDShares11.49M
TypeSH
Market value$18.27M
6.02%
Sole
11.49M
Shared
0.00
None
0.00
BITMINE IMMERSION TECNOLOGIE
DFNDShares675.18K
TypeSH
Market value$13.35M
4.40%
Sole
675.18K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares33.48K
TypeSH
Market value$11.31M
3.73%
Sole
33.48K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
DFNDShares72.13K
TypeSH
Market value$9.77M
3.22%
Sole
72.13K
Shared
0.00
None
0.00
ZKH GROUP LTD
DFNDShares2.40M
TypeSH
Market value$7.10M
2.34%
Sole
2.40M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares24.50K
TypeSH
Market value$7.05M
2.32%
Sole
24.50K
Shared
0.00
None
0.00
CLEANSPARK INC
DFNDShares734.59K
TypeSH
Market value$6.25M
2.06%
Sole
734.59K
Shared
0.00
None
0.00
SHARPLINK GAMING INC
DFNDShares911.61K
TypeSH
Market value$5.88M
1.94%
Sole
911.61K
Shared
0.00
None
0.00
CITIGROUP INC
DFNDShares37.94K
TypeSH
Market value$4.28M
1.41%
Sole
37.94K
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
DFNDShares510.38K
TypeSH
Market value$4.19M
1.38%
Sole
510.38K
Shared
0.00
None
0.00
KANZHUN LIMITED
DFNDShares281.56K
TypeSH
Market value$3.77M
1.24%
Sole
281.56K
Shared
0.00
None
0.00
STRATEGY INC
DFNDShares30K
TypeSH
Market value$3.74M
1.23%
Sole
30K
Shared
0.00
None
0.00
BANK AMERICA CORP
DFNDShares52.64K
TypeSH
Market value$2.57M
0.84%
Sole
52.64K
Shared
0.00
None
0.00
URANIUM ENERGY CORP
DFNDShares178.50K
TypeSH
Market value$2.41M
0.79%
Sole
178.50K
Shared
0.00
None
0.00
ENERGY FUELS INC
DFNDShares109.77K
TypeSH
Market value$2.00M
0.66%
Sole
109.77K
Shared
0.00
None
0.00
BULLISH
DFNDShares21.98K
TypeSH
Market value$785.3K
0.26%
Sole
21.98K
Shared
0.00
None
0.00
SUPERX AI TECHNOLOGY LTD
DFNDShares53.90K
TypeSH
Market value$431.2K
0.14%
Sole
53.90K
Shared
0.00
None
0.00
NUSCALE PWR CORP
DFNDShares17.61K
TypeSH
Market value$190.8K
0.06%
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 | $132.30M 43.57% | 1.29M | 0.00 | 0.00 |
TESLA INCDFND | COM | 67.36K | SH | $25.04M 8.25% | 67.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 128.68K | SH | $22.44M 7.39% | 128.68K | 0.00 | 0.00 |
DINGDONG CAYMAN LTDDFND | ADS | 7.99M | SH | $20.53M 6.76% | 7.99M | 0.00 | 0.00 |
WATERDROP INCDFND | ADS | 11.49M | SH | $18.27M 6.02% | 11.49M | 0.00 | 0.00 |
BITMINE IMMERSION TECNOLOGIEDFND | COM NEW | 675.18K | SH | $13.35M 4.40% | 675.18K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 33.48K | SH | $11.31M 3.73% | 33.48K | 0.00 | 0.00 |
BLOOM ENERGY CORPDFND | COM CL A | 72.13K | SH | $9.77M 3.22% | 72.13K | 0.00 | 0.00 |
ZKH GROUP LTDDFND | SPONSORED ADS | 2.40M | SH | $7.10M 2.34% | 2.40M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 24.50K | SH | $7.05M 2.32% | 24.50K | 0.00 | 0.00 |
CLEANSPARK INCDFND | COM NEW | 734.59K | SH | $6.25M 2.06% | 734.59K | 0.00 | 0.00 |
SHARPLINK GAMING INCDFND | COM NEW | 911.61K | SH | $5.88M 1.94% | 911.61K | 0.00 | 0.00 |
CITIGROUP INCDFND | COM NEW | 37.94K | SH | $4.28M 1.41% | 37.94K | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDDFND | SPONSORED ADS | 510.38K | SH | $4.19M 1.38% | 510.38K | 0.00 | 0.00 |
KANZHUN LIMITEDDFND | SPONSORED ADS | 281.56K | SH | $3.77M 1.24% | 281.56K | 0.00 | 0.00 |
STRATEGY INCDFND | CL A NEW | 30K | SH | $3.74M 1.23% | 30K | 0.00 | 0.00 |
BANK AMERICA CORPDFND | COM | 52.64K | SH | $2.57M 0.84% | 52.64K | 0.00 | 0.00 |
URANIUM ENERGY CORPDFND | COM | 178.50K | SH | $2.41M 0.79% | 178.50K | 0.00 | 0.00 |
ENERGY FUELS INCDFND | COM NEW | 109.77K | SH | $2.00M 0.66% | 109.77K | 0.00 | 0.00 |
BULLISHDFND | ORD SHS | 21.98K | SH | $785.3K 0.26% | 21.98K | 0.00 | 0.00 |
SUPERX AI TECHNOLOGY LTDDFND | USD ORD SHS NEW | 53.90K | SH | $431.2K 0.14% | 53.90K | 0.00 | 0.00 |
NUSCALE PWR CORPDFND | CL A COM | 17.61K | SH | $190.8K 0.06% | 17.61K | 0.00 | 0.00 |