Boundless Plain Holdings Ltd: 13F holdings
CIK 21081922026Q2
| Positions | 11 |
|---|---|
| Reported value | $431.6m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SNDK SANDISK CORP | 80,319 | $182.6m | 42.3% |
| PDD PDD HOLDINGS INC | 1,294,753 | $98.8m | 22.9% |
| MU MICRON TECHNOLOGY INC | 53,346 | $61.6m | 14.3% |
| BE BLOOM ENERGY CORP | 101,945 | $30.9m | 7.1% |
| DINGDONG CAYMAN LTD | 7,989,001 | $15.4m | 3.6% |
| WATERDROP INC | 11,485,432 | $13.0m | 3.0% |
| CLSK CLEANSPARK INC | 734,587 | $10.7m | 2.5% |
| GOOGL ALPHABET INC | 24,500 | $8.8m | 2.0% |
| ZKH GROUP LTD | 2,397,979 | $5.4m | 1.3% |
| YMM FULL TRUCK ALLIANCE CO LTD | 510,383 | $4.1m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2108192")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.