Boundless Plain Holdings

Latest statistics and disclosures from Boundless Plain Holdings's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SNDK, PDD, MU, BE, DDL, and represent 90.18% of Boundless Plain Holdings's stock portfolio.
  • Added to shares of these 3 stocks: SNDK (+$183M), MU (+$62M), BE (+$9.0M).
  • Started 2 new stock positions in SNDK, MU.
  • Reduced shares in these 10 stocks: , NVDA (-$22M), BMNR (-$13M), TSM (-$11M), SBET (-$5.9M), C, BZ, MSTR, BAC, UEC.
  • Sold out of its positions in BAC, BMNR, C, UUUU, BZ, MSTR, NVDA, SMR, SBET, TSM. TSLA, UEC, BLSH.
  • Boundless Plain Holdings was a net buyer of stock by $155M.
  • Boundless Plain Holdings has $432M in assets under management (AUM), dropping by 42.13%.
  • Central Index Key (CIK): 0002108192

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Portfolio Holdings for Boundless Plain Holdings

Boundless Plain Holdings holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sandisk Corp (SNDK) 42.3 $183M NEW 80k 2273.73
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Pdd Holdings Sponsored Ads (PDD) 22.9 $99M 1.3M 76.28
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Micron Technology (MU) 14.3 $62M NEW 53k 1154.11
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Bloom Energy Corp Com Cl A (BE) 7.1 $31M +41% 102k 302.70
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Dingdong Cayman Ads (DDL) 3.6 $15M 8.0M 1.93
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Waterdrop Ads (WDH) 3.0 $13M 12M 1.13
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Cleanspark Com New (CLSK) 2.5 $11M 735k 14.55
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Alphabet Cap Stk Cl A (GOOGL) 2.0 $8.8M 25k 357.37
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Zkh Group Sponsored Ads (ZKH) 1.3 $5.4M 2.4M 2.26
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Full Truck Alliance Sponsored Ads (YMM) 1.0 $4.1M 510k 8.04
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Superx Ai Technology Usd Ord Shs New (SUPX) 0.1 $431k 54k 8.00
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Past Filings by Boundless Plain Holdings

SEC 13F filings are viewable for Boundless Plain Holdings going back to 2026