Boundless Plain Holdings Ltd
Net buyer this quarter
$432M
11
+$151M
99.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNDK | $183M | 42.31% | 0.05% | New | Q2 2026 |
 PDD | $98.8M | 22.88% | 0.02% | Not reported | Q4 2025 |
 MU | $61.6M | 14.26% | 0.00% | New | Q2 2026 |
 BE | $30.9M | 7.15% | 0.03% | +41.3% | Q4 2025 |
 DDL | $15.4M | 3.57% | Not reported | Not reported | Q4 2025 |
 WDH | $13M | 3.01% | 0.32% | Not reported | Q4 2025 |
 CLSK | $10.7M | 2.48% | 0.29% | Not reported | Q1 2026 |
 GOOGL | $8.76M | 2.03% | 0.00% | Not reported | Q4 2025 |
 ZKH | $5.42M | 1.26% | 0.04% | Not reported | Q4 2025 |
 YMM | $4.1M | 0.95% | Not reported | Not reported | Q4 2025 |
 SUPX | $431K | 0.10% | 0.24% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| PDD | $132M | 43.57% | 0.02% | Not reported | Q4 2025 |
 TSLA | $25M | 8.25% | 0.00% | +49.1% | Q4 2025 |
 NVDA | $22.4M | 7.39% | 0.00% | Not reported | Q4 2025 |
| DDL | $20.5M | 6.76% | Not reported | Not reported | Q4 2025 |
| WDH | $18.3M | 6.02% | 0.32% | -0.5% | Q4 2025 |
 BMNR | $13.4M | 4.40% | 0.14% | +8.4% | Q4 2025 |
 TSM | $11.3M | 3.73% | 0.00% | New | Q1 2026 |
| BE | $9.77M | 3.22% | 0.03% | +12.4% | Q4 2025 |
| ZKH | $7.1M | 2.34% | 0.04% | Not reported | Q4 2025 |
| GOOGL | $7.05M | 2.32% | 0.00% | Not reported | Q4 2025 |
| CLSK | $6.25M | 2.06% | 0.29% | New | Q1 2026 |
 SBET | $5.88M | 1.94% | 0.46% | Not reported | Q4 2025 |
 C | $4.28M | 1.41% | 0.00% | New | Q1 2026 |
| YMM | $4.19M | 1.38% | Not reported | Not reported | Q4 2025 |
 BZ | $3.77M | 1.24% | 0.28% | Not reported | Q4 2025 |
 MSTR | $3.74M | 1.23% | Not reported | Not reported | Q4 2025 |
 BAC | $2.57M | 0.84% | 0.00% | New | Q1 2026 |
 UEC | $2.41M | 0.79% | 0.04% | Not reported | Q4 2025 |
 UUUU | $2M | 0.66% | 0.04% | Not reported | Q4 2025 |
 BLSH | $785K | 0.26% | 0.01% | -83.7% | Q4 2025 |
| SUPX | $431K | 0.14% | 0.24% | Not reported | Q4 2025 |
 SMR | $191K | 0.06% | 0.01% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| PDD | $147M | 46.82% | 0.02% | New | Q4 2025 |
| NVDA | $24M | 7.65% | 0.00% | New | Q4 2025 |
| WDH | $21.9M | 7.00% | 0.32% | New | Q4 2025 |
| TSLA | $20.3M | 6.48% | 0.00% | New | Q4 2025 |
| DDL | $19.9M | 6.34% | Not reported | New | Q4 2025 |
| BMNR | $16.9M | 5.39% | 0.15% | New | Q4 2025 |
| ZKH | $8.82M | 2.81% | 0.04% | New | Q4 2025 |
| SBET | $8.15M | 2.60% | 0.46% | New | Q4 2025 |
 HOOD | $7.85M | 2.50% | 0.03% | New | Q4 2025 |
| GOOGL | $7.67M | 2.45% | 0.00% | New | Q4 2025 |
| BZ | $5.74M | 1.83% | 0.28% | New | Q4 2025 |
| BE | $5.58M | 1.78% | 0.03% | New | Q4 2025 |
| YMM | $5.48M | 1.75% | Not reported | New | Q4 2025 |
| BLSH | $5.09M | 1.62% | 0.09% | New | Q4 2025 |
| MSTR | $4.56M | 1.45% | Not reported | New | Q4 2025 |
| UEC | $2.08M | 0.66% | 0.04% | New | Q4 2025 |
| UUUU | $1.6M | 0.51% | 0.05% | New | Q4 2025 |
| SUPX | $845K | 0.27% | 0.24% | New | Q4 2025 |
| SMR | $249K | 0.08% | 0.01% | New | Q4 2025 |