Filed: 8/10/2026ACC: 0001104659-26-092986
📋 What this filing means
BOUNDLESS PLAIN HOLDINGS LTD filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $431.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$431.61M
Total AUM (reported)
24.73M
Total Shares
Allocation by class
COM$244.19M56.6%
SPONSORED ADS$108.29M25.1%
COM CL A$30.86M7.1%
ADS$28.40M6.6%
COM NEW$10.69M2.5%
CAP STK CL A$8.76M2.0%
USD ORD SHS NEW$431.2K0.1%
Portfolio Concentration
Top 3$342.95M79.5%
4–10$88.22M20.4%
11–25$431.2K0.1%
Top 3 weight
79.5%
Top 10 weight
99.9%
Voting Authority Distribution
Total shares with voting rights: 24.73M
Sole
Full voting authority
24.73M
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
Other11
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
SANDISK CORP
DFNDShares80.32K
TypeSH
Market value$182.62M
42.31%
Sole
80.32K
Shared
0.00
None
0.00
PDD HOLDINGS INC
DFNDShares1.29M
TypeSH
Market value$98.76M
22.88%
Sole
1.29M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares53.35K
TypeSH
Market value$61.57M
14.26%
Sole
53.35K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
DFNDShares101.94K
TypeSH
Market value$30.86M
7.15%
Sole
101.94K
Shared
0.00
None
0.00
DINGDONG CAYMAN LTD
DFNDShares7.99M
TypeSH
Market value$15.42M
3.57%
Sole
7.99M
Shared
0.00
None
0.00
WATERDROP INC
DFNDShares11.49M
TypeSH
Market value$12.98M
3.01%
Sole
11.49M
Shared
0.00
None
0.00
CLEANSPARK INC
DFNDShares734.59K
TypeSH
Market value$10.69M
2.48%
Sole
734.59K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares24.50K
TypeSH
Market value$8.76M
2.03%
Sole
24.50K
Shared
0.00
None
0.00
ZKH GROUP LTD
DFNDShares2.40M
TypeSH
Market value$5.42M
1.26%
Sole
2.40M
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
DFNDShares510.38K
TypeSH
Market value$4.10M
0.95%
Sole
510.38K
Shared
0.00
None
0.00
SUPERX AI TECHNOLOGY LTD
DFNDShares53.90K
TypeSH
Market value$431.2K
0.10%
Sole
53.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SANDISK CORPDFND | COM | 80.32K | SH | $182.62M 42.31% | 80.32K | 0.00 | 0.00 |
PDD HOLDINGS INCDFND | SPONSORED ADS | 1.29M | SH | $98.76M 22.88% | 1.29M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 53.35K | SH | $61.57M 14.26% | 53.35K | 0.00 | 0.00 |
BLOOM ENERGY CORPDFND | COM CL A | 101.94K | SH | $30.86M 7.15% | 101.94K | 0.00 | 0.00 |
DINGDONG CAYMAN LTDDFND | ADS | 7.99M | SH | $15.42M 3.57% | 7.99M | 0.00 | 0.00 |
WATERDROP INCDFND | ADS | 11.49M | SH | $12.98M 3.01% | 11.49M | 0.00 | 0.00 |
CLEANSPARK INCDFND | COM NEW | 734.59K | SH | $10.69M 2.48% | 734.59K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 24.50K | SH | $8.76M 2.03% | 24.50K | 0.00 | 0.00 |
ZKH GROUP LTDDFND | SPONSORED ADS | 2.40M | SH | $5.42M 1.26% | 2.40M | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDDFND | SPONSORED ADS | 510.38K | SH | $4.10M 0.95% | 510.38K | 0.00 | 0.00 |
SUPERX AI TECHNOLOGY LTDDFND | USD ORD SHS NEW | 53.90K | SH | $431.2K 0.10% | 53.90K | 0.00 | 0.00 |